Unclaimed
Michael Kirk Segars is a financial advisor with LPL Financial LLC in Huntsville, Alabama. Michael has over 20 years of experience in the financial industry. Michael is registered to provide investment advice in Alabama, Texas, and Virginia. In addition to being a financial advisor, Michael is also a CPA. Michael has a variety of experience in providing investment advice, financial planning, and other related services. Michael has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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
08/11/2016 - Present
LPL Financial LLC (HUNTSVILLE AL)
AL
06/03/2004 - 06/24/2005
NBC SECURITIES, INC. (BIRMINGHAM AL)
MD
09/15/2001 - 06/16/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
LA
01/25/1999 - 09/15/2001
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
BOTH
Issued 05/21/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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