Michael David Simmerman
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
3 statesRegistered in
$501BFirm assets
51 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 feeCommissions
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 & Associates, Inc.Apr 2021 to now
- Accounting PrinciplesFeb 2021 to Mar 2021
- UnemployedOct 2020 to Feb 2021
- United States Census BureauAug 2020 to Oct 2020
- UnemployedMay 2020 to Aug 2020
- KadiantDec 2019 to May 2020
- Advance EducationJan 2018 to Jan 2019
- La Petit AcademyJan 2017 to May 2017
- Learning Express ToysJan 2016 to Jan 2017
- High School/collegeApr 2011 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (CA, OR, WA).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7357075
- Firm CRD
- 705