Unclaimed
Michael Brent Durham is a financial advisor with over 20 years of experience in the industry. Michael Durham has been registered with LPL Financial LLC since January 2007 and is currently registered in Kentucky and Texas. Prior to joining LPL, Michael Durham worked at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Michael Durham holds several licenses and certifications including Series 7, 63, and 66. Michael Durham offers a variety of financial services including financial planning, portfolio management for individuals and businesses, and pension consulting. Michael Durham also provides consulting and other non-discretionary advisory services.
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.
1
2
KY
02/13/2007 - Present
LPL Financial LLC (LOUISVILLE KY)
KY
03/08/2000 - 01/04/2007
AMERIPRISE FINANCIAL SERVICES, INC. (LOUISVILLE KY)
MN
03/08/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Durham is the right advisor for you? Invested Better is here to help.