Michael HarvillCRD Number: 1190815
Current Firm: Lpl Financial LLC
Michael Harvill (CRD# 1190815) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Wayne, IN and has over 21 years of experience in the finance industry.
Ami Investment Management Inc.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
|Lpl Financial LLC||Fort Wayne, IN||Sep 2012 - Current||5|
|Ridgeway & Conger, Inc.||New Woodstock, NY||Apr 2010 - Sep 2012||2|
|Harvill Pension Consultants, Inc.||Fort Wayne, IN||Apr 2007 - Sep 2012||5|
|Gunnallen Financial, Inc.||Tampa, FL||Aug 2006 - Mar 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1996|
|S65||NASAA Investment Advisors Law Examination||Jun 1996|
|S66||NASAA Uniform Combined State Law Examination||Apr 1996|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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