Michael May (CRD# 7293136) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Murrieta, CA and has 1 year of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2066720
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Murrieta, CA | Jun 2023 - Current | < 1 |
| Tc Financial, LLC | Murrieta, CA | Jan 2023 - Current | 1 |
| Raymond James Financial Services, Inc. | Murrieta, CA | Sep 2020 - Current | 3 |
| Chapman University | Orange, CA | Aug 2018 - Dec 2020 | 2 |
| Arizona State University | Tempe, AZ | Aug 2016 - Aug 2018 | 2 |
| Tilly's | Tempe, AZ | Oct 2017 - Dec 2017 | < 1 |
| Calvary Chapel Murrieta High School | Murrieta, CA | Aug 2015 - May 2016 | < 1 |
| Great Oak High School | Temecula, CA | Sep 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- CA
- TX
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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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