Michael Borza
Michael Borza is a registered investment advisor at Raymond James & Associates, INC., based in Virginia Beach, VA, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
300 32nd Street, Suites 102 and 520, Virginia Beach, VA, 23451
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Regulatory History (1)
Customer Dispute
July 2000Other Business Activities
Michael is an advisory board member and chairman of the board for Equi-Kids Therapeutic Riding Program, a non-profit charitable organization, since 2014. He dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations30 states
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.