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Michael Taylor

36 Years of Experience
Jackson, MS
Broker

Michael Taylor is a registered investment advisor at Raymond James & Associates, INC., based in Jackson, MS, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Jackson, MS

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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

Michael uses Wealth Plus as a DBA for his LPL business.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2020 - Present · 6 yrs
Raymond James & Associates, INC.Broker
May 2020 - Present · 6 yrs
Raymond James & Associates, INC.
May 2020 - Present · 6 yrs
Previous Registrations
LPL Financial LLCBroker
April 2015 - December 2018 · 3 yrs 8 mos
LPL Financial LLC
April 2015 - December 2018 · 3 yrs 8 mos
Morgan StanleyBroker
June 2009 - April 2015 · 5 yrs 10 mos
Morgan Stanley
June 2009 - April 2015 · 5 yrs 10 mos
Morgan Stanley & CO. Incorporated
September 2007 - June 2009 · 1 yr 9 mos
Morgan Stanley & CO. IncorporatedBroker
September 2007 - June 2009 · 1 yr 9 mos
A. G. Edwards & Sons, INC.
December 2003 - October 2007 · 3 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
January 2002 - October 2007 · 5 yrs 9 mos
UBS Painewebber INC.Broker
August 2000 - January 2002 · 1 yr 5 mos
J.C. Bradford & CO.Broker
January 1988 - August 2000 · 12 yrs 7 mos
State Registrations4 states
IDMSNCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.