Michael CarbajalCRD Number: 5061640
Current Firm: Raymond James Financial Services Advisors, Inc.
Michael Carbajal (CRD# 5061640) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Watkinsville, GA and has over 15 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Raymond James Financial Services Advisors Inc.||Watkinsville, GA||Oct 2016 - Current||5|
|Raymond James Financial Services, Inc.||Watkinsville, GA||Sep 2016 - Current||5|
|Citadel Continuity Consulting||Athens, GA||May 2016 - Current||5|
|My Parabola||Pendergrass, GA||Oct 2016 - Jul 2018||1|
|Metlife||Tampa, FL||Dec 2015 - Jul 2016||< 1|
|Invest Financial Corporation||Tampa, FL||May 2012 - Nov 2015||3|
|Morgan Stanley Smith Barney||Tampa, FL||Jun 2009 - May 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2006|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management191,890MILLIONS
Total Number of Accounts729,214ACCOUNTS
Average Account Value$263,146
- 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)
- Educational seminars/workshops
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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