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Michael Whitmore

31 Years of Experience
Christiansburg, VA
Broker

Michael Whitmore is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Christiansburg, VA, with 31 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

105 Arbor Drive, Christiansburg, VA, 24073

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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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Other Business Activities

Michael is a director of the Fork Union Military Academy Alumni Association since 2017, dedicating minimal time. He also owns rental real estate and is a trustee for his own revocable trust, each requiring minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2014 - Present · 11 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
Cetera Investment Advisers LLC
January 2014 - June 2014 · 5 mos
Cetera Investment Services LLC
November 2011 - January 2014 · 2 yrs 2 mos
Cetera Investment Services LLCBroker
November 2011 - June 2014 · 2 yrs 7 mos
Uvest Financial Services Group, INC.
September 2002 - November 2011 · 9 yrs 2 mos
Uvest Financial Services Group, INC.Broker
September 2002 - November 2011 · 9 yrs 2 mos
Wachovia Securities, INC.Broker
June 2002 - October 2002 · 4 mos
Wachovia Securities, INC.
July 2000 - June 2002 · 1 yr 11 mos
Wachovia Securities, INC.Broker
February 2000 - June 2002 · 2 yrs 4 mos
Wachovia Brokerage ServiceBroker
July 1999 - February 2000 · 7 mos
CUNA Brokerage Services, INC.Broker
September 1998 - July 1999 · 10 mos
Scott & Stringfellow, INC.Broker
August 1994 - September 1998 · 4 yrs 1 mo
State Registrations12 states
ALFLGAMONCOHPASCTNTXVAWV
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.