Michael Wilcox
Michael Wilcox is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Toledo, OH, with 37 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
3400 Executive Parkway, Suite 200, Toledo, OH, 43606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the CEO of Wilcox Financial, overseeing revenues and expenses for the branch, dedicating about a quarter of his time. He also serves as CEO of Wilcox Sports Management, providing financial consulting and wealth management, taking up more than half of his time, and CEO of Wilcox Wealth Inc., dedicating minimal time to planning, strategy, and managing finance.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Ameritas Advisory Services
Carillon Investments, INC
Wilcox Financial, INC.
Carillon Investments, INC.Broker
Mfi Investments CORP.Broker
State Registrations45 states
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