Michael Anthony Lizon

Employer firm

Provident Living Advisors LLC CRD 290723

$62.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 02/2014 → 11/2017
  H.D. Vest Investment Services
  Silverdale, WA
• 02/2014 → 11/2017
  H.D. Vest Advisory Services, Inc.
  Silverdale, WA
• 06/2011 → 12/2017
  Four Brothers Landscaping
  Poulsbo, WA
• 01/2018 → Present
  Provident Living Advisors Llc
  Silverdale, WA

Previous Registrations

• 2014-02-19 → 2017-11-14
  Avantax Advisory Services
  Silverdale, WA
• 2011-10-26 → 2014-03-07
  Ameriprise Financial Services, Llc
  Bremerton, WA
• 2008-10-03 → 2011-08-31
  1St Global Advisors Inc
  Bremerton, WA

Exams

• S66 Uniform Combined State Law Examination
  2008-10-02
• S63 Uniform Securities Agent State Law Examination
  2007-01-02

Designations

• Certified Financial Planner