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Michael Wilder

27 Years of Experience
Bluffton, SC
1 DisclosureBroker

Michael Wilder is a registered investment advisor at Raymond James & Associates, INC., based in Bluffton, SC, 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 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

28 Promenade St., Bluffton, SC, 29910

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History

Regulatory History (1)
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Customer Dispute
November 2014
Settled
Other Business Activities

Michael is a member of the finance council for St. Gregory the Great church, dedicating minimal time. He is also a partner in CSWAG, LLC, a rental real estate business, and serves on the Investment Committee for the Diocese of Charleston, dedicating a few hours per week to each.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2008 - Present · 17 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2008 - Present · 17 yrs 6 mos
Previous Registrations
Wachovia Securities, LLC
December 2004 - November 2008 · 3 yrs 11 mos
Wachovia Securities, LLCBroker
December 2004 - November 2008 · 3 yrs 11 mos
Citigroup Global Markets INC.
August 2000 - December 2004 · 4 yrs 4 mos
Citigroup Global Markets INC.Broker
June 2000 - December 2004 · 4 yrs 6 mos
J.C. Bradford & CO.Broker
January 1999 - June 2000 · 1 yr 5 mos
State Registrations36 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.
Michael Wilder - Financial Advisor | TrueAdvisor