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Michael Candee

Raymond James Financial Services Advisors, INC
33 Years of Experience
Travelers Rest, SC
3 DisclosuresBroker
View SEC Summary
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Michael Candee is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Travelers Rest, SC, with 33 years of industry experience. Michael 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.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

42 Plaza Dr., Travelers Rest, SC, 29690

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2009
Denied
Customer Dispute
July 2002
Denied
Customer Dispute
May 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is associated with United Community Advisory Services and United Community Advisors as a DBA for his LPL business. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2026 - Present · 6 mos
Raymond James Financial Services, INC.Broker
April 2026 - Present · 6 mos
Previous Registrations
LPL Financial LLC
February 2018 - May 2026 · 8 yrs 3 mos
LPL Financial LLCBroker
February 2018 - May 2026 · 8 yrs 3 mos
Invest Financial Corporation
December 2015 - February 2018 · 2 yrs 2 mos
Invest Financial CorporationBroker
December 2015 - February 2018 · 2 yrs 2 mos
Investment Professionals, INC.
November 2014 - December 2015 · 1 yr 1 mo
Investment Professionals, INC.Broker
November 2014 - December 2015 · 1 yr 1 mo
Synovus Securities, INC.
August 2008 - November 2014 · 6 yrs 3 mos
Synovus Securities, INC.Broker
August 2008 - November 2014 · 6 yrs 3 mos
Banc of America Investment Services, INC.
February 2003 - August 2008 · 5 yrs 6 mos
Banc of America Investment Services, INC.Broker
December 2002 - August 2008 · 5 yrs 8 mos
Wachovia Securities, INC.Broker
October 2000 - January 2003 · 2 yrs 3 mos
First Union Brokerage Services, INC.Broker
May 2000 - October 2000 · 5 mos
Wachovia Securities, INC.Broker
February 2000 - May 2000 · 3 mos
Wachovia Brokerage ServiceBroker
May 1997 - February 2000 · 2 yrs 9 mos
Prudential Securities IncorporatedBroker
April 1996 - May 1997 · 1 yr 1 mo
Interstate/johnson Lane CorporationBroker
January 1994 - April 1996 · 2 yrs 3 mos
Lehman Brothers INC.Broker
April 1993 - November 1993 · 7 mos
State Registrations7 states
FLGANCNHOHSCVA
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.
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