Michael MasseyCRD Number: 3049479
Current Firm: Raymond James & Associates, Inc.
Michael Massey (CRD# 3049479) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Vero Beach, FL and has over 19 years of experience in the finance industry.
Lpl Financial LLC
Treasure Coast Financial Planning, Inc.
Nfp Advisor Services, LLC
|Baseball Club Of The Treasure Coast||Vero Beach, FL||Jun 2014 - Current||3|
|Raymond James & Associates, Inc.||Vero Beach, FL||Apr 1998 - Current||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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