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Michael Bill

20 Years of Experience
Los Angeles, CA
Broker

Michael Bill is a registered investment advisor at Raymond James & Associates, INC., based in Los Angeles, CA, with 20 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

10250 Constellation Blvd., Suite 850, Los Angeles, CA, 90067

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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 a director at Southern California Youth Athletic Educational Association, where he establishes and manages athletic education, training, and games for youth. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
March 2024 - Present · 2 yrs 4 mos
Raymond James & Associates, INC.
March 2024 - Present · 2 yrs 4 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
September 2018 - March 2024 · 5 yrs 6 mos
Stifel, Nicolaus & Company, IncorporatedBroker
September 2018 - March 2024 · 5 yrs 6 mos
MML Investors Services, LLCBroker
March 2017 - September 2018 · 1 yr 6 mos
MML Investors Services, LLC
March 2017 - September 2018 · 1 yr 6 mos
Msi Financial Services, INC.
June 2005 - March 2017 · 11 yrs 9 mos
Msi Financial Services, INC.Broker
June 2005 - March 2017 · 11 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
June 2005 - July 2007 · 2 yrs 1 mo
State Registrations48 states
AKALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWVWY
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.
Michael Bill - Financial Advisor | TrueAdvisor