Michael Dephilippis
Michael Dephilippis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Elk Grove, CA, with 21 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
Firm Size
IM Fee
Assets Under Management
Location
9381 East Stockton Blvd., Ste. 200-14, Elk Grove, CA, 95624
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is an officer and president of Barrier Reef Investments, a support company, since 2022. He dedicates about half of his time to financial planning duties at this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations17 states
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