Michael Shipley
Michael Shipley is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbia, MD, 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
Firm Size
IM Fee
Assets Under Management
Location
5950 Symphony Woods Road, Suite 412, Columbia, MD, 21044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is an associate/employee and owner of Wagener-Lee LLC, where he does financial and tax planning, dedicating about half of his time. He is also an advisor for Wagener-Lee LLC, an independent RIA, where he does financial planning for individuals.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Wagener-Lee, LLC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Lee Financial Group, INC.
Sturgill Financial Group LLP
Investment Management & Research, INCBroker
State Registrations24 states
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