Michael Allen Colvin

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2005 → 05/2017
  Wm Financial Services, Inc.
  Portland, OR
• 11/2009 → Present
  Evergreen School District
  Camas, WA
• 10/2012 → 05/2017
  J.P. Morgan Securities Llc
  Vancouver, WA
• 08/2017 → Present
  Lpl Financial, Llc
  Vancouver, WA
• 08/2017 → 08/2025
  Financial Advocates Investment Management
  Vancouver, WA

Previous Registrations

• 2017-08-17 → 2025-10-23
  Financial Advocates Investment Management
  Vancouver, WA
  Olympia, WA
  Vancouver, WA
• 2012-10-01 → 2017-06-12
  J.P. Morgan Securities Llc
  Vancouver, WA
  Vancouver, WA
  Vancouver, WA
  Washougal, WA
  Vancouver, WA
  Washougal, WA
  Vancouver, WA
• 2009-05-02 → 2012-10-01
  Chase Investment Services Corp.
  Portland, OR
  Vancouver, WA
  Washougal, WA
  Vancouver, WA
  Portland, OR
  Vancouver, WA
  Vancouver, WA
  Portland, OR
  Portland, OR
• 2005-10-19 → 2009-05-02
  Wamu Investments, Inc.
  Portland, OR
  Portland, OR
  Hillsboro, OR
  Beaverton, OR
  Cornelius, OR
  Scappoose, OR
  St. Helens, OR
  Portland, OR
  Portland, OR
  Washougal, WA
  Vancouver, WA
  Vancouver, WA
  Portland, OR
  Troutdale, OR
  Portland, OR
  Portland, OR
  Vancouver, WA
  Portland, OR
  Portland, OR
  Portland, OR
  Portland, OR
  Portland, OR
• 2002-03-20 → 2005-08-29
  Morgan Stanley Dw Inc.
  Vancouver, WA

Other Businesses

1. 08/14/2017 - Public Address Announcer/ Other - Sports/ 1%/ Vancouver, WA 2. 08/14/2017 - Indigo Wealth Management/ DBA for LPL Business (entity for LPL business)/ 100%/ Vancouver, WA 3. 8/21/2017 - Financial Advocates Investment Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 7/7/2017 - 160 Hours Per Month - I provide investment advisory services through Financial Advocates Investment Management, an independent investment advisor firm. I started this business activity in 7/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 8/28/2017 - Indigo Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 7/7/2017 - 160 Hours Per Month/120 Hours During Securities Trading. 5. 08/14/2017; Indigo Wealth Management DBA name only for Financial Advocates Investment Management (FAIM)

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-30
• S63 Uniform Securities Agent State Law Examination
  2002-01-17