Michael Billera-Smith, financial advisor Wyomissing PA

Michael Billera-Smith

CRD Number: 6215270
Current 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.

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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
Contact Info for Michael A. Billera-Smith
Phone Number: 727-567-3020
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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