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CFP

Michael Mccreary

Raymond James Financial Services Advisors, INC
18 Years of Experience
Roseville, CA
Broker
View SEC Summary
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Michael Mccreary is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Roseville, CA, with 18 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1210 Roseville Pkwy, Roseville, CA, 95678

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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.

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Other Business Activities

Michael works as an associate/employee for Addison Avenue Investment Services and First Tech Federal Credit Union since 2012 and 2014, respectively. He dedicates about half of his time to each role as a financial advisor.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2012 - Present · 14 yrs 9 mos
Raymond James Financial Services, INC.Broker
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Essex National Securities, INC.
July 2011 - January 2012 · 6 mos
Essex National Securities, INC.Broker
July 2011 - January 2012 · 6 mos
Chase Investment Services CORP.Broker
March 2011 - July 2011 · 4 mos
Chase Investment Services CORP.
March 2011 - July 2011 · 4 mos
LPL Financial LLC
December 2010 - March 2011 · 3 mos
LPL Financial LLCBroker
September 2008 - March 2011 · 2 yrs 6 mos
PFS Investments INC.Broker
November 2007 - September 2008 · 10 mos
State Registrations28 states
AKARAZCACOFLHIIDINKYMNMOMTNCNENHNVNYOHOKORSCTNTXUTVAWAWI
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.
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