Micheal Penland (CRD# 5618805) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Livermore, CA and has over 14 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voya Financial Advisors, Inc. | Livermore, CA | Feb 2019 - Current | 5 |
| Pen-cal Administrators | Pleasanton, CA | Jun 2005 - Current | 18 |
| Lion Street Financial | Pleasanton, CA | Aug 2015 - Jan 2019 | 3 |
| Lion Street Advisors | Pleasanton, CA | Aug 2015 - Jan 2019 | 3 |
| Nfp Securities, Inc. | Pleasanton, CA | Apr 2009 - Aug 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2009 |
- CA
- NM
- TX
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Total Assets Under Management27,041MILLIONS
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Total Number of Accounts11,767ACCOUNTS
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Average Account Value$2,298,015
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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