Michael Davell, financial advisor Springfield OH
90 score

Michael Davell

CRD Number: 6037386
Current Firm: Raymond James & Associates, Inc.

Michael Davell (CRD# 6037386) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Springfield, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Upper Arlington, OH Oct 2015 - Current 1
Edward Jones St. Louis, MO Mar 2012 - Oct 2015 3
Gentiva Healthcare Gahanna, OH Jul 2011 - Mar 2012 < 1
Orbit Medical Columbus, OH Apr 2008 - Jul 2011 3
Apex Financial Hilliard, OH Jun 2004 - Apr 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Michael Davell
Phone Number: 727-567-1000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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