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Michael Ladd

25 Years of Experience
Muskegon, MI
Broker

Michael Ladd is a registered investment advisor at Raymond James & Associates, INC., based in Muskegon, MI, 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

700 Terrace Point Dr, Ste 400, Muskegon, MI, 49440

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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

Michael is the treasurer of the West Willow Home Owner's Association. He is also a passive investor with a .54% ownership in BCKSTGR, a mobile-led loyalty program, and has no management duties.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2009 - Present · 16 yrs 11 mos
Raymond James & Associates, INC.Broker
April 2009 - Present · 17 yrs 1 mo
Raymond James & Associates, INC.
April 2009 - Present · 17 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2004 - April 2009 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2000 - April 2009 · 8 yrs 4 mos
State Registrations21 states
AZCACOFLGAIDILINKYMIMSNCNYOHORSCTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.