Michelle Renee Conroy

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

• 10/2015 → 12/2016
  Raymond James Financial Services
  Lancaster, PA
• 12/2016 → 04/2017
  Homemaker
  Buchanan, TN
• 04/2017 → 02/2018
  Invest Financial
  Tampa, FL
• 04/2017 → Present
  Commerical Bank & Trust Co
  Paris, TN
• 02/2018 → Present
  Lpl Financial Llc
  Paris, TN
• 10/2015 → 12/2016
  Fulton Financial Advisors
  Lancaster, PA

Previous Registrations

• 2017-12-07 → 2018-02-14
  Invest Financial Corporation
  Paris, TN

Other Businesses

1. 5/7/2021 - CBTC Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 6/1/2021 - 0 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-29
• S63 Uniform Securities Agent State Law Examination
  2003-04-16

Other Names

• Michelle Renee' Seyller
• Michelle Renee' Ngernwathana
• Michelle Renee Ngernwathana