Michael Billera-Smith
CRD Number: 6215270Current Firm: Raymond James Financial Services Advisors, Inc.
Michael Billera-Smith (CRD# 6215270) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wyomissing, PA and has over 10 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6691058
Vanguard Advisers, Inc.
CRD# 6161273
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Specific Solutions | Wyomissing, PA | Apr 2018 - Current | 5 |
Raymond James Financial Services. Inc. | Shillington, PA | Jun 2017 - Current | 6 |
Fulton Financial Advisors | Shillington, PA | Jun 2017 - Current | 6 |
Raymond James Financial Services Advisors Inc. | Shillington, PA | Jun 2017 - Current | 6 |
Fulton Bank | Shillington, PA | Jun 2017 - Current | 6 |
Advocare | Oley, PA | Oct 2009 - Jan 2020 | 10 |
Big Vision Foundation | Leesport, PA | Sep 2010 - Aug 2018 | 7 |
Santander Bank Na | Wyomissing, PA | Jun 2016 - Jun 2017 | 1 |
Santander Securities LLC | Wyomissing, PA | Jun 2015 - Jun 2016 | 1 |
Wells Fargo Bank Na | Boyerstown, PA | Feb 2013 - Jun 2015 | 2 |
Wells Fargo Advisors, LLC | Boyerstown, PA | Jun 2013 - May 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2013 |
S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- PA
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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