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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wilcox is a financial advisor with LPL Financial LLC. Michael has been in the industry since 1994 and is registered in multiple states. Michael's firm, LPL Financial LLC, is a large independent broker-dealer with over 15,000 advisors. LPL offers a wide range of financial products and services, including investment management, financial planning, and insurance. Michael has earned the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
01/17/2024 - Present
LPL Financial LLC (BAY CITY MI)
MI
11/05/2018 - 01/19/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Bay City MI)
MI
09/20/2013 - 11/06/2018
SECURITIES AMERICA, INC. (BAY CITY MI)
MI
08/15/2007 - 10/03/2013
NATIONAL PLANNING CORPORATION (BAY CITY MI)
MI
04/29/2002 - 08/16/2007
SECURITIES AMERICA, INC. (BAY CITY MI)
CO
09/25/2000 - 04/30/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NE
04/20/2000 - 09/18/2000
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CO
05/11/1999 - 04/17/2000
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
WI
09/25/1996 - 05/11/1999
SII INVESTMENTS, INC. (APPLETON WI)
OH
11/20/1998 - 12/15/1998
VESTAX SECURITIES CORPORATION (HUDSON OH)
MN
03/21/1995 - 09/03/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
IN
04/25/1994 - 03/09/1995
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
04/25/1994 - 03/09/1995
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
MA
02/14/1994 - 04/21/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/14/1994 - 04/21/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 11/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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