Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Parrish is a financial advisor at LPL Financial LLC. Michael is a registered representative with the firm and holds Series 7 and Series 66 licenses. Michael has been in the financial industry since 2004. Michael has held previous positions at Lincoln Financial Securities Corporation and Woodbury Financial Services, Inc. Michael’s experience includes financial planning, portfolio management and advisory services. Michael specializes in helping individuals, families, and businesses meet 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.
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2
CA
03/25/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
NC
08/01/2014 - 03/27/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (CLAYTON NC)
NC
03/25/2008 - 08/08/2014
WOODBURY FINANCIAL SERVICES, INC. (CLAYTON NC)
NC
05/22/2007 - 03/27/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILSON NC)
AL
11/19/2003 - 04/03/2007
MORGAN KEEGAN & COMPANY, INC. (TUSCALOOSA AL)
BOTH
Issued 12/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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