Raymond James & Associates
28yrs
Top 20% by experience nationwide
33yrs
Michael Poe is a fiduciary financial advisor in Anniston,, Alabama, with 33 years in the industry. Michael joined Raymond James & Associates in 2020, after 12 years at Wells Fargo Advisors and seven years at A. G. Edwards & Sons. Michael holds the CFP® designation.
One of 3 advisors with offices in Anniston,, and one of 3 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 10% by experience nationwide
Office114 W 10th Street, Anniston,, AL 36201
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowRaymond James & Associates, Inc.Current firm
- 2008 – 2020Wells Fargo Clearing Services, LLCPreviously
- 2000 – 2008A. G. Edwards & Sons, Inc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Raymond James & Associates at 727-567-1000 and ask for Michael Poe. Michael works from the Anniston,, AL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1993, about 33 years. Top 10% by experience nationwide.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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