MW
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Michele Webb

26 Years of Experience
Winston-Salem, NC
Broker

Michele Webb is a registered investment advisor at Raymond James & Associates, INC., based in Winston-Salem, NC, with 26 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

100 North Main Street, Suite 2400, Winston-Salem, NC, 27101

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
November 2022 - Present · 3 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Morgan Stanley
October 2017 - November 2022 · 5 yrs 1 mo
Morgan StanleyBroker
October 2017 - November 2022 · 5 yrs 1 mo
Bb&t Securities, LLC
May 2013 - September 2017 · 4 yrs 4 mos
Bb&t Securities, LLCBroker
April 2013 - September 2017 · 4 yrs 5 mos
Morgan Stanley
June 2009 - May 2013 · 3 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2013 · 3 yrs 11 mos
Citigroup Global Markets INC.Broker
November 2004 - June 2009 · 4 yrs 7 mos
Citigroup Global Markets INC.
November 2004 - June 2009 · 4 yrs 7 mos
A. G. Edwards & Sons, INC.
August 2004 - November 2004 · 3 mos
A. G. Edwards & Sons, INC.Broker
August 2004 - November 2004 · 3 mos
Wachovia Securities, LLC
July 2003 - August 2004 · 1 yr 1 mo
Wachovia Securities, LLCBroker
July 2003 - August 2004 · 1 yr 1 mo
Prudential Securities Incorporated
December 2001 - July 2003 · 1 yr 7 mos
Prudential Securities IncorporatedBroker
May 1999 - July 2003 · 4 yrs 2 mos
State Registrations32 states
ALAZCACOCTDCDEFLGAILKYLAMDMIMOMSNCNHNJNMNVNYOHOKPASCTNTXUTVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.