Michael Mccreary
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. 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
1210 Roseville Pkwy, Roseville, CA, 95678
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Raymond James Financial Services, INC.Broker
Previous Registrations
Essex National Securities, INC.
Essex National Securities, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
LPL Financial LLC
LPL Financial LLCBroker
PFS Investments INC.Broker
State Registrations28 states
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