Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Proctor is a financial advisor at LPL Financial LLC. Michelle has been in the financial services industry since 2001, working at several firms prior to joining LPL Financial in 2024. Michelle has a variety of licenses and registrations and specializes in providing financial advice to individuals, corporations, and other businesses. Michelle is also a Certified Financial Planner.
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
SC
05/01/2024 - Present
LPL Financial LLC (FORT MILL SC)
CA
06/25/2012 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
TN
10/26/2004 - 04/21/2006
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NASHVILLE TN)
TN
01/31/2003 - 11/01/2004
POWELLJOHNSON (NASHVILLE TN)
AL
02/14/2000 - 02/03/2003
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
WI
02/01/1997 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
04/27/1995 - 02/01/1997
AMERISTAR CAPITAL MARKETS, INC.
AL
11/25/1994 - 05/02/1995
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 07/09/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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