Michelle Louise Irby

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

• 10/2007 → 11/2017
  National Planning Corporation
  Bonne Terre, MO
• 11/2017 → Present
  Lpl Financial Llc
  Bonne Terre, MO

Previous Registrations

• 2009-01-07 → 2017-12-06
  National Planning Corporation
  St. Albans Rd, MO
  Bonne Terre, MO
  Los Angeles, CA

Other Businesses

1. 11/29/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 2000 - 1 Hours Per Month - Time Spent 1% - life insurance; LTC, term. 2. 11/29/2017 - O'NEALS TAX & FINANCIAL SERVICES INC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - President - Start Date 2000 - 80 Hours Per Month/4 During Securities Trading - Time Spent 50%. 3. 1/31/2023 - Resource One Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/12/2023 - 10 Hours Per Month/1 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2008-10-30
• S63 Uniform Securities Agent State Law Examination
  1997-06-27

Other Names

• Michelle Louise Oneal
• Michelle Louise Hohlt