MP
MP

Michelle Ped

25 Years of Experience
Rolling Hills Estates, CA
Broker

Michelle Ped is a registered investment advisor at Raymond James & Associates, INC., based in Rolling Hills Estates, CA, 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 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

608 Silver Spur Road, Suite 380, Rolling Hills Estates, CA, 90274

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
April 2015 - Present · 11 yrs 3 mos
Raymond James & Associates, INC.Broker
April 2015 - Present · 11 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
April 2002 - April 2015 · 13 yrs
UBS Financial Services INC.Broker
May 2000 - April 2015 · 14 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.