Michael Lynn Bayley

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

• 07/1997 → 07/2021
  Waddell & Reed, Inc.
  Coeur D'ALene, ID
• 09/1997 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Rathdrum, ID
• 07/2010 → 07/2021
  Michael Bayley-Notary
  Coeur D'ALene, ID
• 07/2021 → Present
  Lpl Financial Llc
  Coeur D' Alene, ID

Previous Registrations

• 1998-05-22 → 2021-07-21
  Waddell & Reed
  Spokane, WA
  Coeur D'ALene, ID
  Coeur D'ALene, ID
  Coeur D'ALene, ID
  Coeur D Alene, ID
  Seattle, WA
  Seattle, WA
  Seattle, WA
  Coeur D' Alene, ID

Other Businesses

1. 07/2021/Michael Bayley/WRI Investments/Investment Related/0 HRS/MO/COEUR D' ALENE, ID 2. 07/2021/Michael Bayley Notary/Other/Investment Related/0 HRS/MO/CDA, ID 3. 1997/Crump/Non-Variable Insurance/Investment Related/1 HRS/MO/COEUR D' ALENE, ID

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-16
• S63 Uniform Securities Agent State Law Examination
  1997-08-12

Other Names

• Mike Bayley