Michael
Clark

Raymond James Financial Services Advisors, Inc

CRD#5214258
Investment Advisor
in Orlando, FL
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About this Advisor

Michael Clark is a certified financial planner who works in Orlando, Florida, who has been in the industry for 12 years. Clark is an employee of Raymond James Financial Services Advisors, Inc. Throughout their career, they have worked at Raymond James & Associates, Inc, Raymond James Financial Services, Inc, Bcw Retirement Systems, LLC, K Brain, Raymond James Financial Services Advisors, Inc, Michael Clark, Clark Retirement Consulting and Bcw Property Management. Clark has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Florida. Raymond James Financial Services Advisors, Inc is an advisory firm that has its headquarters in Orlando, Florida. The company has offices in 2,040 locations and a total of 5,600 people on staff. It has $81 billion in assets among its 280,698 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 100 charities and foundations. Of its 280,698 customer accounts, just 7% are held by high-net-worth individuals who have at least $1 million in investable assets. Raymond James Financial Services Advisors, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management typically are based on which services the firm provides the client. However, fees billed by Raymond James Financial Services Advisors, Inc most likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

720 Rugby Street
Orlando, FL 32804

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$81,238,550,335

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

5,600

FL Average: 62
Total Number of Accounts

280,698

FL Average: 2,474
Average Account Size

$289,416

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
  • Educational seminars/workshops
  • Other

Michael Clark Work History

Michael has 12 years of experience.

2015 - Present (4 years)

K Brain

2015 - Present (4 years)

Michael Clark

2014 - Present (5 years)

Bcw Property Management

2013 - Present (6 years)

Clark Retirement Consulting

2011 - Present (8 years)

Raymond James Financial Services, Inc

2011 - Present (8 years)

Bcw Retirement Systems, LLC

2011 - Present (8 years)

Raymond James Financial Services Advisors, Inc

2008 - Present (11 years)

Raymond James Financial Services, Inc

2006 - 2011 (5 years)

Raymond James & Associates, Inc

Disclosures

Michael Clark has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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