![Michael McCreary, financial advisor Marietta OH](/img/ws/profile-blank-sq.png)
Michael McCreary (CRD# 7421055) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marietta, OH and has 1 year of experience in the finance industry.
![Mckenzie Allen, financial advisor Marietta OH](/img/ws/profile-blank-sq.png)
CRD# 6975137
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Michael Anthony, financial advisor Marietta OH](/img/ws/profile-blank-sq.png)
CRD# 5623767
Lpl Financial LLC
![Joseph Bell, financial advisor Marietta OH](/img/ws/profile-blank-sq.png)
CRD# 2457141
Janney Montgomery Scott LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services Advisors, Inc. | Marietta, OH | Jul 2022 - Current | 1 |
Hall Financial Advisors, LLC | Parkersburg, WV | Mar 2022 - Current | 2 |
Raymond James Financial Services | Marietta, OH | Aug 2021 - Current | 2 |
Warren Local School District | Vincent, OH | Aug 2018 - Aug 2021 | 3 |
Young's Family Market | Laurelville, OH | May 2018 - Aug 2018 | < 1 |
Camp Highlander | Horse Shoe, NC | Jun 2016 - May 2018 | 1 |
Dyson-baudo Recreational Center | Marietta, OH | Aug 2014 - May 2018 | 3 |
Student | Marietta, OH | Aug 2014 - May 2018 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- OH
- TX
- WV
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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