MT
MT

Michael Thomason

15 Years of Experience
Frisco, TX
Broker

Michael Thomason is a registered investment advisor at Raymond James & Associates, INC., based in Frisco, TX, with 15 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
Loading...

Location

6303 Cowboys Way, Suite 425, Frisco, TX, 75034

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
October 2025 - Present · 11 mos
Raymond James & Associates, INC.
October 2025 - Present · 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2018 - October 2025 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2018 - October 2025 · 7 yrs
Cuso Financial Services, L.P.Broker
June 2014 - October 2018 · 4 yrs 4 mos
Cuso Financial Services, L.P.
June 2014 - October 2018 · 4 yrs 4 mos
Wells Fargo Advisors, LLC
May 2014 - June 2014 · 1 mo
Wells Fargo Advisors, LLCBroker
February 2013 - June 2014 · 1 yr 4 mos
Scottrade, INC.Broker
July 2009 - June 2011 · 1 yr 11 mos
State Registrations17 states
CACOCTDCDEFLILMDMIMONCNYOHOKSCTXVA
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 Thomason - Financial Advisor | TrueAdvisor