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Michael Billera-Smith

12 Years of Experience
Wyomissing, PA
BrokerSells Insurance

Michael Billera-Smith is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wyomissing, PA, with 12 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

2747 Century Blvd, Wyomissing, PA, 19610

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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 ActivitiesSells Insurance

Michael is a bank associate at Fulton Bank, an employee of Fulton Financial Advisors, and involved with the Oley Valley Community Education Foundation and Prospectus Berco. He also works as an agent for Specific Solutions selling life insurance.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2017 - Present · 9 yrs 1 mo
Raymond James Financial Services, INC.Broker
June 2017 - Present · 9 yrs 1 mo
Previous Registrations
Santander Securities
August 2016 - June 2017 · 10 mos
Santander Securities LLCBroker
July 2015 - June 2017 · 1 yr 11 mos
Wells Fargo Advisors, LLCBroker
September 2013 - June 2015 · 1 yr 9 mos
State Registrations10 states
CODEFLGALAMDPASCTXVA
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.