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Michele Lee Drummond

Exchangeright Securities, LLC

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About Michele Lee Drummond

Michele Drummond is a financial professional with over 15 years of experience in the industry. Michele is currently registered with Exchangeright Securities, LLC and holds Series 6, 7, and 63 licenses. Prior to joining Exchangeright Securities, LLC, Michele worked at Emerson Equity LLC and SC Distributors, LLC. Michele is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Michele Drummond is currently registered with Exchangeright Securities, LLC. Exchangeright Securities, LLC is a Limited Liability Company that was formed on January 6, 2016. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michele Drummond’s Registration & Firm History

CA

07/22/2022 - Present

Exchangeright Securities, LLC (Pasadena CA)

CA

08/03/2020 - 07/29/2022

EMERSON EQUITY LLC (SAN MATEO CA)

AZ

06/03/2019 - 03/20/2020

EMERSON EQUITY LLC (Scottsdale AZ)

CA

06/16/2016 - 05/13/2019

SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)

AZ

10/11/2012 - 06/14/2016

COLE CAPITAL CORPORATION (PHOENIX AZ)

AZ

04/13/2010 - 09/01/2011

WALTON SECURITIES, INC. (SCOTTSDALE AZ)

AZ

03/18/2010 - 04/16/2010

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

IL

04/14/2009 - 02/16/2010

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

KY

09/26/2007 - 06/27/2008

DEAM INVESTOR SERVICES, INC. (LOUIVILLE KY)

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Licenses & Designations

BC

Issued 12/18/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michele Lee Drummond.
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