MB
CFP
MB
CFP

Michael Bedsole

30 Years of Experience
Destin, FL
Broker

Michael Bedsole is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Destin, FL, with 30 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

34851 Emerald Coast Parkway, Suite 200, Destin, FL, 32541

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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 partner in Investment Partners, LLC, a real estate development company, since 2005, and in Bedsole, Bedsole Wright, a raw land holding, since 2012. He dedicates minimal time to these activities.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2021 - Present · 4 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Truist Advisory Services, INC.
August 2016 - September 2021 · 5 yrs 1 mo
Suntrust Investment Services, INC.
September 2003 - December 2016 · 13 yrs 3 mos
Truist Investment Services, INC.Broker
April 2003 - September 2021 · 18 yrs 5 mos
H&r Block Financial Advisors, INC.Broker
July 1995 - April 2003 · 7 yrs 9 mos
State Registrations11 states
ALCOFLGALAMONYOHSCSDTN
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.
Michael Bedsole - Financial Advisor | TrueAdvisor