Years of Experience
5-20+ Years
SANTA ROSA, CA
38 Years Experience
2 Disclosures
ADVISOR BIO
Michael Bruce Bagley is a financial advisor with LPL Financial LLC. Michael has been in the financial services industry since July 16, 1987. He has a strong background in investment advising and securities trading, and is a Certified Financial Planner. Michael's previous employment includes positions with Woodbury Financial Services, Inc., Allstate Financial Services, LLC, MetLife Securities Inc. and Metropolitan Life Insurance Company. Michael is licensed to provide investment advice in Arizona, California, Georgia, Hawaii, Missouri, Nevada, North Carolina, Ohio, Oregon, Texas, and Washington.
SPECIALIZATIONS
WOODLAND HILLS, CA
0 Disclosures
ADVISOR BIO
Michael Shotton is an investment advisor representative with Steelpeak Wealth, LLC in Woodland Hills, CA. Michael has been in the industry since 2006. Michael has a Series 66 and Series 65 license. Michael is a registered investment advisor in California.
SPECIALIZATIONS
LOS ANGELES, CA
24 Years Experience
0 Disclosures
ADVISOR BIO
Michael Rogers is a registered representative with J.p. Morgan Securities LLC. Michael is an experienced financial professional with over 20 years of experience in the industry. Michael has previously been registered with Deutsche Bank Securities Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is a Series 66, Series 10, Series 9, Series 3, Series 31 and Series 7 licensed advisor. Michael is currently registered in 53 states, including California, Texas, Alabama, Alaska, Arizona, Arkansas, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Michael is also registered as an investment advisor in California and Texas.
SPECIALIZATIONS
SAN DIEGO, CA
29 Years Experience
1 Disclosures
ADVISOR BIO
Michael Grossman is a financial advisor at LPL Financial LLC with over 27 years of experience in the financial services industry. Michael Grossman has been registered with LPL Financial LLC since October 2022. Michael Grossman has also worked at a number of other firms including Securities America, Inc., Triad Advisors LLC, FSC Securities Corporation, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Charles Schwab & Co., Inc., Vanguard Marketing Corporation, United Planners' Financial Services of America A Limited Partner and Dean Witter Reynolds Inc.
SPECIALIZATIONS
San Diego, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Michael Bayard Descamp is a registered representative with Navy Federal Investment Services, LLC. Michael has been in the industry since 2023 and has a Series 6TO and SIE. Michael was previously with Northwestern Mutual Investment Services, LLC. Michael specializes in Financial Planning, portfolio management for individuals and businesses, and educational seminars.
SPECIALIZATIONS
San Jose, CA
34 Years Experience
2 Disclosures
ADVISOR BIO
Michael Zent is a financial advisor who has been in the industry for over 30 years. He is registered with Mariner Independent and holds licenses in multiple states. Michael has extensive experience in various investment strategies and specializes in serving individuals, businesses, and pension plans. He also provides financial planning, portfolio management, and selection of other advisors.
SPECIALIZATIONS
IRVINE, CA
20 Years Experience
0 Disclosures
ADVISOR BIO
Michael Oliver is a financial professional with over 18 years of experience in the industry. Michael is a Registered Representative and Investment Advisor Representative at Park Avenue Securities LLC. Michael has a strong background in providing financial planning, investment management, and educational seminars to individuals, families, and businesses. Michael is also licensed to sell insurance products.
SPECIALIZATIONS
Los Angeles, CA
23 Years Experience
1 Disclosures
ADVISOR BIO
Michael Yang is a registered investment advisor representative in California. He has been in the financial services industry since 2002, and has experience at firms like MSI Financial Services, Inc., AXA Advisors, LLC, and currently at MML Investors Services, LLC. Michael's specialties include asset allocation, financial planning, and pension consulting.
SPECIALIZATIONS
CONCORD, CA
26 Years Experience
0 Disclosures
ADVISOR BIO
Michael Heavey is an active Investment Advisor Representative at Assetmark, Inc.. Michael has been in the securities industry since 1998. Michael has a strong background in the financial services industry with previous employment at Ceros Financial Services, Inc., Fidelity Brokerage Services LLC, MFS Fund Distributors, Inc., Charles Schwab & Co., Inc., Sentra Securities Corporation, Spelman & Co., Inc., Fortress Financial Securities Corporation, Salomon Smith Barney Inc., Garban LLC, RMJ Securities Corp. and Liberty Brokerage Inc. Michael holds the Series 63, Series 65, Series 7, Series 24 and SIE licenses. Michael is also registered in Michigan.
SPECIALIZATIONS
EL SEGUNDO, CA
7 Years Experience
0 Disclosures
ADVISOR BIO
Michael Mark Soriano is a financial advisor registered with Wells Fargo Clearing Services, LLC. Michael is a registered investment advisor representative with the state of California. Michael has been in the industry since October 3, 2017. Michael provides investment consulting services to institutional clients and offers financial planning services. Michael has a total of 11 approved registrations with various regulatory bodies including FINRA and the state of California.
SPECIALIZATIONS