MK
MK
Michael Kovie
30 Years of Experience
West Bloomfield, MI
1 DisclosureBroker
Michael Kovie is a registered investment advisor at Raymond James & Associates, INC., based in West Bloomfield, MI, 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
West Bloomfield, MI
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2008Settled
Other Business Activities
Michael is a finance committee member for the Reflection Lakes HOA, a voluntary position. He dedicates a few hours per week to this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
July 2019 - Present · 6 yrs 10 mos
Raymond James & Associates, INC.
July 2019 - Present · 6 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Morgan Stanley
November 2010 - July 2019 · 8 yrs 8 mos
Morgan StanleyBroker
June 2009 - July 2019 · 10 yrs 1 mo
Citigroup Global Markets INC.Broker
March 2002 - June 2009 · 7 yrs 3 mos
Morgan Stanley Dw INC.Broker
October 1995 - March 2002 · 6 yrs 5 mos
State Registrations27 states
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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.