Advisor at Raymond James Financial
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Firm
Raymond James Financial
Location
Sky Valley, GA
Credentials
CFP®, Series 63, Series 65
Industry experience
48 years
Ronald May is a CFP® professional with 48 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Wells Fargo Advisors for 13 years. May is a majority owner of May Wealth Advisors Raymond James, an independent support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
Sky Valley, GA
Florida · Georgia · Texas
Raymond James Financial Services Advisors, Inc.
2021 - Present (5 years)
Raymond James Financial Services, Inc.
2021 - Present (5 years)
Wells Fargo Advisors
2008 - 2021 (13 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
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Series 63, Series 66
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Series 65
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Series 63, Series 65
Highlands, NC
Moran Tice Capital Management LLC
Series 63, Series 65
Highlands, NC
Summit Financial, LLC
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