Michael Lee Gardner
Investment adviser representative at Raymond James Financial Services Advisors, Inc
25 yearsExperience
2 statesRegistered 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
25 years in the industry.
- Watershed Wealth ManagementAug 2024 to now
- Raymond James Financial Services Advisors, Inc.Oct 2022 to now
- Raymond James Financial Services, Inc.Oct 2022 to now
- Walloomsac Financial ServicesAug 2022 to now
- Traver Gardner Investment GroupOct 2022 to Oct 2024
- Raymond James & Associates, Inc.Oct 2014 to Oct 2022
- Thyme Tables Catering, IncJan 2001 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (TX, VT).
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
- 4675323
- Firm CRD
- 149018