MI
CFP
MI
CFP

Michele Ing

27 Years of Experience
King City, CA
Broker

Michele Ing is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in King City, CA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

620 Braodway Street, Suite M, King City, CA, 93930

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michele is an officer and president of ING Wealth Strategies, dedicating about half of her time to financial planning. She also is involved with San Antonio Winemakers dba Val du Soleil, an agriculture/farming business, but spends minimal time on it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2018 - Present · 7 yrs 10 mos
Raymond James Financial Services, INC.Broker
November 2018 - Present · 7 yrs 10 mos
Previous Registrations
Edward Jones
January 2007 - November 2018 · 11 yrs 10 mos
Edward JonesBroker
May 2004 - November 2018 · 14 yrs 6 mos
Pfg Securities, INC.Broker
July 1988 - May 1989 · 10 mos
Washington National Equity CompanyBroker
July 1986 - December 1989 · 3 yrs 5 mos
Waddell & Reed, INC.Broker
December 1983 - June 1986 · 2 yrs 6 mos
State Registrations16 states
AKAZCACOFLHIIDMEMTNCNMNVNYTNVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michele Ing - Financial Advisor | TrueAdvisor