Michael Scott Mcneill

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 05/1991 → Present
  Prudential Insurance Company Of America
  San Diego, CA
• 05/1991 → 11/2024
  Pruco Securities, Llc.
  San Diego, CA
• 10/2013 → 11/2024
  Ca Health Benefit Exchange
  San Diego, CA
• 11/2024 → Present
  Lpl Enterprise, Llc
  San Diego, CA

Previous Registrations

• 2000-05-01 → 2024-11-14
  Pruco Securities, Llc.
  San Diego, CA
  San Diego, CA

Other Businesses

1) 10/29/2024 - McNeill Insurance and Financial Services INC - P&C - Property and Casualty - Inv Related - At San Diego, CA - Start Date 03/15/2014 - 40hrs/mth - 40hrs/mth During Trading 2) 10/29/2024 - Go Store It LLC - Self Storage - Real Estate Rental - Inv Related - At San Diego, CA - Start Date 06/17/2019 - 0hrs/mth - 0hrs/mth During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-02-29
• S63 Uniform Securities Agent State Law Examination
  1991-03-04

Other Names

• Michael Scott Mcneil
• Mike Mcneill