Michael Mcnaughton
Michael Mcnaughton is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rochester, NY, with 34 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
190 Linden Oaks, Ste A, Rochester, NY, 14625
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a co-owner of OakWood Financial Services, LLC, dedicating nearly all of his time to securities, advisory, and insurance business. He also sells fixed insurance and co-owns OFS20 Properties, LLC, spending about 10% of his time and minimal time respectively on these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
Wall Street Financial Group, INC.Broker
Sage, Rutty & CO., INC.Broker
Sage, Rutty & CO., INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations23 states
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