Alexander Michael Vail
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 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
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Oct 2024 to now
- Raymond James Financial Services, Inc.Aug 2020 to now
- Vail and AssociatesAug 2020 to now
- Kokua Teaching PlacementAug 2019 to Jan 2020
- Ameriprise Financial Services, LLCJan 2018 to Aug 2020
- Ymca of Boulder ValleyMar 2017 to Oct 2018
- Eldorado Retina AssocJul 2016 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6904203
- Firm CRD
- 149018