Michael Paul Dalton

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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

10 years in the industry.

1. Raymond James Financial Services Advisors, Inc.Sep 2026 to now
2. Metro Financial StrategiesSep 2026 to now
3. Raymond James Financial Services, Inc.Sep 2026 to now
4. Massmutual Life Insurance CoFeb 2024 to Sep 2026
5. MML Investors Services, LLCFeb 2024 to Sep 2026
6. Hightower Advisors, LLCJul 2023 to Feb 2024
7. Hightower Securities, LLCJul 2023 to Feb 2024
8. Boston Hill Advisors, LLCJun 2022 to Jul 2023
9. LPL Financial, LLCMay 2021 to Jun 2022
10. Northeast Planning Associates, Inc.May 2021 to Jun 2022
11. Cuso Financial Services,lpMar 2021 to Apr 2021
12. Workers Credit UnionMar 2021 to Apr 2021
13. Digital Federal Credit UnionJun 2019 to Feb 2021
14. LPL Financial LLCJun 2019 to Feb 2021
15. Commonwealth Financial NetworkJan 2019 to Jun 2019
16. Financial FoundationsJan 2019 to Jun 2019
17. Digital Federal Credit UnionAug 2016 to Dec 2018
18. LPL Financial LLCAug 2016 to Dec 2018

Designations

• CFP® certification

Exams passed

• Series 63 · Uniform Securities Agent State Law2013
• Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 1 state (MA).

Raymond James Financial Services Advisors, Inc

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

5701309

Firm CRD

149018