Dennis
Michels

Raymond James & Associates, Inc

CRD#3076196
Investment Advisor
in Orlando, FL
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About this Advisor

Dennis Michels is a certified financial planner working out of Orlando, Florida, who has been in the advisory business for 17 years. Michels is on the advisory team at Raymond James & Associates, Inc. The advisor has gained experience at Robert W Baird, Moors & Cabot, Inc and Raymond James & Associates, Inc. Michels maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Raymond James & Associates, Inc is a business operating out of Orlando, Florida. The company has offices in 422 locations and a total of 13,277 employees. It administers $143 billion in assets under management between its 472,443 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 385 charitable organizations. Of its 472,443 customer accounts, just 6% are associated with high-net-worth clients who have at least $1 million in investable assets. Raymond James & Associates, Inc has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on the financial services offered. Fee types billed by Raymond James & Associates, Inc can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

301 East Pine Street Suite 1100
Orlando, FL 32801

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

FL Average: $1,855,561,029
Total Number of Employees

14,205

FL Average: 62
Total Number of Accounts

591,180

FL Average: 2,474
Average Account Size

$297,807

FL Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Dennis Michels Work History

Dennis has 17 years of experience.

2018 - Present (1 year)

Raymond James & Associates, Inc

2012 - 2018 (6 years)

Moors & Cabot, Inc

2001 - 2012 (11 years)

Robert W Baird

Disclosures

Dennis Michels has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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