Michael Velzo

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

• 01/2015 → Present
  Lpl Financial, Llc
  Santa Rosa, CA

Other Businesses

(1) 12/17/2018 - Jackson Square Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/12/2018 - 40 Hours Per Month During Securities Trading. (2) 12/27/2018 - JSF Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/12/2018 - 10 Hours Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2016-02-26

Other Names

• Michael James Velzo
• Michael Velzo