Michael Moy
Michael Moy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Owasso, OK, with 18 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
9039 N 121st E Ave, Owasso, OK, 74055
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Regulatory History
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 ActivitiesSells Insurance
Michael works as an insurance agent for TFCU Financial Advisors since 2012, dedicating about half of his time to this role. He spends over 41 hours per month on this activity during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
AXA Advisors, LLCBroker
State Registrations19 states
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