Michelle Hylton
Michelle Hylton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Colorado Springs, CO, with 33 years of industry experience. Michelle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
5725 Mark Dabling Blvd, Suite 140, Colorado Springs, CO, 80919
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2015Customer Dispute
August 2005Other Business Activities
Michelle works as an associate/employee at Addison Avenue Investment Services providing financial advice, dedicating about half of her time. She also works as an associate/employee at First Tech Federal Credit Union as an advisor, also dedicating about half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Addison Avenue Financial Partners, LLC
Essex National Securities, INC.
Essex National Securities, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Usallianz Investor Services, LLCBroker
CUNA Brokerage Services, INC.Broker
Griffin Financial ServicesBroker
Great Western Financial Securities CorporationBroker
Gna Securities, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations40 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.
Exams
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