Michael Davell (CRD# 6037386) is an Investment Advisor Representative working at Lpl Financial LLC in Hilliard, OH and has over 12 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Hilliard, OH | Nov 2019 - Current | 4 |
L.m. Kohn & Company | Cincinnati, OH | Jun 2019 - Nov 2019 | < 1 |
Invest Capital Partners, LLC | Springboro, OH | Jun 2017 - Nov 2019 | 2 |
Raymond James & Associates | Upper Arlington, OH | Oct 2015 - Jun 2017 | 1 |
Edward Jones | St. Louis, MO | Mar 2012 - Oct 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- OH
- 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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