Michael Cary
Michael Cary is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in McKenzie, TN, with 32 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
14950 Highland Road, McKenzie, TN, 38344
Get directionsHistory
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 bank director and chairman at Carroll Bank & Trust since 1997, a part owner of Carroll Life Reinsurance, Ltd., and a branch manager/financial advisor at CB&T Financial. He also owns The 1822 Coffee Company LLC.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
Union Planters Brokerage Services INC.Broker
U.S. Clearing CORP.Broker
State Registrations29 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.