MI
MI

Michael Irwin

27 Years of Experience
Altoona, PA
BrokerSells Insurance

Michael Irwin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Altoona, PA, with 27 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

1200 Seventeenth Street, Altoona, PA, 16603

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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 ActivitiesSells Insurance

Michael is an agent for GBU Life, assessing non-variable insurance objectives and recommending solutions. He also owns a support company, Irwin Financial, and has partnership interests in multiple real estate ventures, including Irwin Real Estate, Irwin Real Estate III, Pennsy Homes LLC, Pennsy Partners, and Pennsy Properties LLC.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
October 1998 - Present · 27 yrs 9 mos
Previous Registrations
Raymond James Financial Services
November 2000 - January 2009 · 8 yrs 2 mos
State Registrations32 states
AKARAZCACOCTDEFLGAILKSMAMDMIMNMSNCNENHNJNYOHORPASCTNTXUTVAWAWIWV
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 Irwin - Financial Advisor | TrueAdvisor