Archibald McMichaelCRD Number: 2997111
Current Firm: Lifemark Securities Corp.
Archibald McMichael (CRD# 2997111) is an Investment Advisor Representative working at Lifemark Securities Corp. in Wayne, PA and has over 19 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Warm Water Diving Adventures, LLC||Bryn Mawr, PA||Apr 2016 - Current||1|
|Lifemark Securities Corp.||Rochester, NY||Jan 2012 - Current||5|
|Independent Insurance Agent||Wayne, PA||Jan 2006 - Current||11|
|Lpl Financial Services||San Diego, CA||Jan 2006 - Dec 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Jan 2001|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management33MILLIONS
Total Number of Accounts326ACCOUNTS
Average Account Value$99,951
- A percentage of assets under your management
- Financial planning services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WI, WV
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