Michael William Mccreary

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → Present
  Raymond James Financial Services
  Santa Rosa, CA
• 01/2012 → Present
  Raymond James Financial Services Advisors Inc.
  Santa Rosa, CA
• 05/2014 → Present
  First Tech Fed. Credit Union
  Roseville, CA
• 01/2012 → Present
  Addison Avenue Investment Services
  Roseville, CA

Previous Registrations

• 2011-07-19 → 2012-01-25
  Essex National Securities, Llc
  Santa Rosa, CA
• 2011-03-07 → 2011-07-06
  Chase Investment Services Corp.
  San Diego, CA
• 2010-12-15 → 2011-03-08
  Lpl Financial Llc
  Chula Vista, CA
  San Diego, CA
  Chula Vista, CA

Other Businesses

(1)Name of Business: Addison Avenue Investment Services Address: 1210 Roseville Parkway, Ste 130, Roseville, CA, 95678, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/21/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor

Exams

• S66 Uniform Combined State Law Examination
  2010-12-14
• S63 Uniform Securities Agent State Law Examination
  2008-02-14

Designations

• Certified Financial Planner

Other Names

• Michael William Mccreary