Michael Holevas
Michael Holevas is a CFA-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Geneva, IL, with 3 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
65 N. River Lane, Suite 212, Geneva, IL, 60134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael works as a wealth manager for My Advisor & Planner LLC, the support company for branch EVX. This takes about half of his time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations17 states
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