MG
MG

Michael Graham

19 Years of Experience
Melbourne, FL
1 DisclosureBrokerSells Insurance

Michael Graham is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Melbourne, FL, with 19 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6767 N. Wickham Road, Suite 502, Melbourne, FL, 32940

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History

Regulatory History (1)
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Employment Separation After Allegations
November 2015
Other Business ActivitiesSells Insurance

Michael is involved in several outside business activities, including being a founder/donor of a non-profit, owning rental real estate, and providing 401K services. He also owns Brevard Insurance Group LLC, where he conducts personal and property insurance business, and is the owner of the Pig & Whistle pub.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2016 - Present · 10 yrs 5 mos
Raymond James Financial Services, INC.Broker
January 2016 - Present · 10 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2007 - December 2015 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2006 - December 2015 · 9 yrs 1 mo
State Registrations33 states
AKALARAZCACOCTFLGAILKYLAMAMDMEMIMOMTNCNENJNVNYOHOKORPASCTNTXVAWAWV
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 Graham - Financial Advisor | TrueAdvisor