MH
MH

Michelle Hoosier

25 Years of Experience
Spartanburg, SC
Broker

Michelle Hoosier is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Spartanburg, SC, with 25 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

101 West St. John Street, Suite 207, Spartanburg, SC, 29306

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michelle is an associate/employee of Jeter Hrubala Wealth Strategies LLC, a support company. This takes about half of her time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services, INC.
April 2014 - Present · 12 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Morgan Stanley
June 2009 - May 2014 · 4 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2014 · 4 yrs 11 mos
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2007 - November 2008 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2007 - November 2008 · 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2001 - September 2007 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2000 - September 2007 · 6 yrs 9 mos
State Registrations18 states
ALAZCACOFLGAIAKYMDNCNVNYORPASCTNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.