Michael Cain (CRD# 6975915) is an Investment Advisor Representative working at Lpl Financial LLC in Yukon, OK and has over 5 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Edmond, OK | Jul 2021 - Current | 2 |
| Various Insurance Carriers For W & R Insurance Agencies | Oklahoma City, OK | May 2019 - Jul 2021 | 2 |
| Nellie Green | Yukon, OK | May 2019 - Jul 2021 | 2 |
| Waddell & Reed Inc. | Yukon, OK | Jun 2018 - Jul 2021 | 3 |
| Sams Club | Midwest City, OK | Mar 2001 - Jul 2021 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- OK
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
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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