Michelle L Reynolds

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

• 12/2015 → 11/2016
  Wells Fargo Advisors Llc
  Austin, TX
• 11/2016 → 08/2017
  Wells Fargo Clearing Services, Llc
  Austin, TX
• 08/2017 → 04/2019
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 08/2017 → 04/2019
  Kovack Advisors, Inc
  Fort Lauderdale, FL
• 04/2019 → 09/2020
  Securities Service Network
  Austin, TX
• 04/2019 → 09/2020
  Ssn Advisory, Inc
  Austin, TX
• 09/2020 → 03/2023
  Securities America, Inc.
  Austin, TX
• 09/2020 → 03/2023
  Securities America Advisors, Inc.
  Austin, TX
• 03/2023 → Present
  Lpl Financial Llc
  Austin, TX

Previous Registrations

• 2020-09-18 → 2023-04-19
  Securities America Advisors, Inc.
  Austin, TX
• 2019-04-25 → 2020-09-18
  Ssn Advisory, Inc.
  Austin, TX
• 2017-08-18 → 2019-04-26
  Kovack Advisors, Inc.
  Austin, TX
  Ft. Lauderdale, FL
• 2015-12-04 → 2017-08-22
  Wells Fargo Clearing Services, Llc
  Austin, TX
• 2012-02-27 → 2015-12-07
  Edward Jones
  Round Rock, TX
  St Louis, MO
  Austin, TX

Other Businesses

1) 03/21/2023 - Reynolds Private Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).

Exams

• S66 Uniform Combined State Law Examination
  2011-12-30

Other Names

• Michelle Reynolds Angle
• Michelle Reynolds
• Michelle Lee Reynolds