Michael MaysCRD 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.
Byrne & Company Wealth Management, LLC
Investor Resources Inc.
Nr Smith & Associates, P.s.
|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|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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