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Michelle A Loney

Raymond James & Associates, Inc.

Grand Blanc, MI

CRD 5914719

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-03-10
  • MI RA
    APPROVED
    Since 2022-03-10

Branch Locations

8245 Holly Road Suite 201, Grand Blanc, MI 48439 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Flint MI 03/2014 02/2022
Raymond James & Associates Inc, Grand Blanc MI 02/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-23
  • S66 Uniform Combined State Law Examination
    2015-02-23
Other Names
  • Michelle Aubrey Freeman
  • Michelle Aubrey Freeman
  • Michelle Aubrey Loney

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
LPL FINANCIAL LLC
EDWARD JONES

Nearby Investors

Lori L Wilson
Consuelo Skye Wicks-Reiter
JAMES MICHAEL HUCK

Nearby Offices

MORGAN STANLEY · Grand Blanc, MI
LPL FINANCIAL LLC · GRAND BLANC, MI
EDWARD JONES · GRAND BLANC, MI

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