MB
MB

Michael Bradshaw

51 Years of Experience
San Diego, CA
Broker

Michael Bradshaw is a registered investment advisor at Raymond James & Associates, INC., based in San Diego, CA, with 51 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
Loading...

Location

13500 Evening Creek Dr N, Suite 100, San Diego, CA, 92128

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2023 - Present · 3 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1983 - January 2023 · 39 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - January 2023 · 44 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
August 1974 - September 1978 · 4 yrs 1 mo
State Registrations28 states
AZCACOCTDCFLGAIAINKSMAMDMIMSNCNENJNVNYOHORPATNTXUTVAWAWY
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.