Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mashburn is a financial advisor with over 34 years of experience in the industry. Michael is registered with LPL Financial LLC in Alabama and Texas. Michael has worked with several firms during his career including Triad Advisors LLC and MML Investors Services, Inc.. Michael holds several licenses including Series 3, Series 7, Series 24, Series 63, and Series 65. Michael provides a range of financial services, including financial planning, portfolio management, and consulting. Michael is committed to providing personalized advice to help clients achieve their financial goals.
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
AL
04/13/2020 - Present
LPL Financial LLC (BIRMINGHAM AL)
AL
06/02/2006 - 03/24/2020
TRIAD ADVISORS LLC (BIRMINGHAM AL)
AL
01/08/2002 - 06/03/2006
MML INVESTORS SERVICES, INC. (BIRMINGHAM AL)
CA
12/04/1996 - 12/31/2001
ROUND HILL SECURITIES, INC. (ALAMO CA)
CA
09/28/1995 - 12/11/1996
INTERNATIONAL SECURITIES GROUP, INC. (SAN DIEGO CA)
CA
10/02/1991 - 09/28/1995
VANGUARD CAPITAL (DEL MAR CA)
AL
06/24/1986 - 02/27/1991
CENTRAL BROKERAGE SERVICES, INC. (BIRMINGHAM AL)
IA
Issued 09/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1987
Series 3 - National Commodity Futures Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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