Michael L Kalen
Investment adviser representative at Raymond James Financial Services Advisors, Inc
16 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Raymond James Financial Services Advisors, Inc.May 2026 to now
- Raymond James Financial Services, Inc.May 2026 to now
- The Leaders Group IncNov 2017 to May 2026
- Tlg Advisors, Inc.Nov 2017 to May 2026
- Covr Financial TechnologiesSep 2017 to Jan 2026
- The Sequoia Group LLCFeb 2017 to May 2026
- Futurity First Advisory Services Inc.Oct 2012 to Jan 2017
- Futurity First Investment Services (ffis)Apr 2010 to Jan 2017
- Futurity First Advisory Services (ffas)Apr 2010 to Dec 2016
- Futurity First Financial Corporation (fffc)Jan 2010 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CT).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2200019
- Firm CRD
- 149018