Mike Carbajal

Branch Manager Rjfs, COO & CCO of Awm @The Avenue Wealth Management Group

Athens, GA, US
MOBILE NUMBERS
+18•••••••67

Signup · Get unlimited contacts

WORK HISTORY

Aug 2018 — Present

Branch Manager Rjfs, COO & CCO of Awm @The Avenue Wealth Management Group

View department →

Watkinsville, GA, US

We aim to make the financial aspect of your life easier by learning your goals and helping you craft a plan suited to your needs.As The Avenue\'s COO & CCO, I\'m responsible for leading our support team and ensuring our team\'s operational processes are efficient and client centric. I\'m responsible for the supervision of our six branch offices and with our partners, developing strategies for cost effective and compliant growth.Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The Avenue Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services For more important disclosure information, please see \"Social Media Disclosure\" link in the \"Contact Info\" section.Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC.

EDUCATION

1999 — 2003

The Citadel

Bachelor of Science (B.S.), Business Administration and Management, General

SKILLS

Microsoft OfficeSalesInvestmentsCustomer ServiceEquitiesSeries 7SecuritiesManagementFinanceLeadership

ABOUT MIKE CARBAJAL

Branch Manager RJFS, COO & CCO of The Avenue Wealth Management Group at Raymond James

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Mike Carbajal — Email, Phone Number & Contact Info | Unifers