Michael Christopher Davell

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 → 06/2017
  Raymond James & Associates
  Upper Arlington, OH
• 06/2017 → 11/2019
  Invest Capital Partners, Llc
  Springboro, OH
• 06/2019 → 11/2019
  L.M. Kohn & Company
  Cincinnati, OH
• 11/2019 → Present
  Lpl Financial Llc
  Hilliard, OH

Previous Registrations

• 2017-06-29 → 2019-12-02
  Invest Capital Partners
  Springboro, OH
• 2015-10-30 → 2017-06-27
  Raymond James & Associates, Inc.
  Dublin, OH
  Springfield, OH
• 2012-06-12 → 2015-11-09
  Edward Jones
  St Louis, MO
  London, OH
  Springfield, OH

Other Businesses

1. 10/30/2023 - Lightner & Davell Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/13/2023 - 160 Hours Per Month/ During Trading 2) 05/01/2025 - Davell Wealth Manangement - Investment Related - Davell Weath Management - At reported business locations - Start Date:02/25/2025 - 160 Hrs/Mth - 40 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2012-06-11

Other Names

• Michael Davell