MO
MO

Michelle Orcutt

23 Years of Experience
Corpus Christi, TX
Broker

Michelle Orcutt is a registered investment advisor, based in Corpus Christi, TX, with 23 years of industry experience.

Location

418 Peoples St, Ste 505, Corpus Christi, TX, 78401

Get directions

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.

Learn about disclosures →
Other Business Activities

Michelle is a managing partner at Coastal Bend Wealth Partners since 2019, and spends minimal time on it. She is also involved with MBM Partners LLC, formed to share office expenses, and Orcutt Investments C Corp, a holding company for her husband's automotive repair shop, dedicating a few hours per week to each.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2019 - Present · 7 yrs 6 mos
Raymond James Financial Services Advisors, INC
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - January 2019 · 11 yrs
Wells Fargo Clearing Services, LLC
January 2008 - January 2019 · 11 yrs
A. G. Edwards & Sons, INC.
August 2002 - January 2008 · 5 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
July 2002 - January 2008 · 5 yrs 6 mos
Foresters Equity Services, INC.Broker
February 2002 - May 2002 · 3 mos
State Registrations27 states
AKALARAZCACODCFLGAILKSLAMDMIMNMOMSNHNMNYOHOKORPATNTXWA
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.
Michelle Orcutt - Financial Advisor | TrueAdvisor