HM
HM

Hugh Mcmichael

13 Years of Experience
Barberton, OH
Broker

Hugh Mcmichael is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Barberton, OH, with 13 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
Loading...

Location

527 W. Lake Ave., Barberton, OH, 44203

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 →
Other Business Activities

Hugh works as a financial advisor for DGL Financial Services, spending about half of his time meeting with clients to manage their finances. He also serves as Treasurer for The Barberton Community Foundation, dedicating minimal time to advising on their investment portfolio.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
June 2020 - Present · 5 yrs 11 mos
Raymond James Financial Services Advisors, INC
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2017 - June 2020 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2017 - June 2020 · 2 yrs 7 mos
Morgan Stanley
November 2012 - November 2017 · 5 yrs
Morgan StanleyBroker
August 2012 - November 2017 · 5 yrs 3 mos
State Registrations7 states
FLGAKYMDMENCOH
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.