Michelle Reynolds (CRD# 5988436) is an Investment Advisor Representative working at Lpl Financial LLC in Austin, TX and has over 12 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Austin, TX | Mar 2023 - Current | 1 |
| Securities America, Inc. | Austin, TX | Sep 2020 - Mar 2023 | 2 |
| Securities America Advisors, Inc. | Austin, TX | Sep 2020 - Mar 2023 | 2 |
| Securities Service Network | Austin, TX | Apr 2019 - Sep 2020 | 1 |
| Ssn Advisory, Inc. | Austin, TX | Apr 2019 - Sep 2020 | 1 |
| Kovack Securities, Inc. | Fort Lauderdale, FL | Aug 2017 - Apr 2019 | 1 |
| Kovack Advisors, Inc. | Fort Lauderdale, FL | Aug 2017 - Apr 2019 | 1 |
| Wells Fargo Clearing Services, LLC | Austin, TX | Nov 2016 - Aug 2017 | < 1 |
| Wells Fargo Advisors LLC | Austin, TX | Dec 2015 - Nov 2016 | < 1 |
| Edward Jones | St Louis, MO | Nov 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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