Michael Lavere Allred

Employer firm

Secfi Advisory Limited CRD 306961

$226M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)

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

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

Current Employers

Employment History

• 06/2016 → 01/2017
  Royal Alliance
  Austin, TX
• 03/2017 → 03/2018
  Isgam Ag
  Zürich
• 05/2018 → 01/2021
  Hamilton Wealth Management
  Austin, TX
• 06/2018 → 12/2019
  Avantax Investment Services
  Austin, TX
• 01/2016 → 01/2017
  Integrated Financial Planning Center
  Austin, TX
• 05/2022 → Present
  Facet Wealth, Inc.
  Baltimore, MD
• 10/2022 → Present
  Facet Wealth, Inc.
  Baltimore, MD
• 02/2021 → 05/2022
  Self Employed
  Austin, TX

Previous Registrations

• 2022-10-06 → 2024-05-13
  Facet
  Brooklyn, NY
  West Palm Beach, FL
  New York, NY
• 2019-12-03 → 2021-02-05
  Haynie Wealth Management Llc
  Austin, TX
• 2018-06-19 → 2019-12-19
  Avantax Advisory Services
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2016-09-01

Designations

• Certified Financial Planner

Other Names

• Mike Lavere Allred
• Michael Allred