Michael Mays, financial advisor Tacoma WA
96 score

Michael Mays

CRD Number: 1058711
Current Firm: Waddell & Reed

Michael Mays (CRD# 1058711) is an Investment Advisor Representative working at Waddell & Reed in Tacoma, WA and has over 32 years of experience in the finance industry. Michael Mays has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Waddell & Reed, Inc. Tacoma, WA Dec 2011 - Current 5
Various Insurance Carriers For W & R Insurance Agencies University Place, WA Dec 2011 - Current 5
Massachusetts Mutual Life Insurance Company University Place, WA Dec 2010 - Current 6
Park Ridge Homeowner Association University Place, WA Jul 2014 - Mar 2016 1
Unemployed University Place, WA Nov 2011 - Dec 2011 < 1
Mml Investors Services Seattle, WA Jan 2011 - Nov 2011 < 1
Massmutual Life Insurance Company Seattle, WA Oct 2010 - Nov 2011 1
Unemployed University Place, WA Sep 2010 - Oct 2010 < 1
Allstate Financial Advisors, LLC Bothell, WA Jun 2008 - Sep 2010 2
Allstate Insurance Co Bothell, WA Nov 2006 - Sep 2010 3
Unemployed University Place, WA Aug 2006 - Nov 2006 < 1
State Farm Insurance Dupont, WA Sep 2002 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination Nov 1997
Contact Info for Michael E. Mays
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AL
  • AK
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NC
  • ND
  • OH
  • RI
  • SC
  • SD
  • TX
  • UT
  • VA
  • WA
  • WV
  • WI
  • VI
  • PA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
96
Clean Record
This advisor has a clean track record with regulators.

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