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Michael May

2 Years of Experience
Murrieta, CA
May Earn Commission

Michael May is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Murrieta, CA, with 2 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

25220 Hancock Avenue, Suite 240, Murrieta, CA, 92562

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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 Activities

Michael is associated with two support companies, TC Financial, LLC and TC Financial Planning and Wealth Management. He dedicates minimal time to these activities, which are not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2023 - Present · 3 yrs 1 mo
State Registrations2 states
CATX
Advisor

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 May - Financial Advisor | TrueAdvisor