Michelle D Hoyle

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-10-30
MA	RA	APPROVED	2010-02-25

TX RA
APPROVED

Since 2020-10-30
MA RA
APPROVED

Since 2010-02-25

Branch Locations

Walpole, MA • United States

75 2Nd Ave Suite 605, Needham, MA 02494 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Needham	MA	02/2010	Present

02/2010 → Present

Lpl Financial Llc

Needham, MA

Previous Registrations

2008-03-14 → 2010-03-10

Eagle Strategies Llc

Walpole, MA

Other Businesses

1. 4/4/2014 - MG FINANCIAL PATHWAYS - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE DBA - Time Spent 10% - LIFE, HEALTH, DISABILITY, LONG TERM CARE, FIXED ANNUITIES - I DO LIFE INSURANCE THROUGH CRUMP AND OCCASIONALLY A FIXED ANNUITY THROUGH BULBROOK DRISLANE.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-02-09
S63	Uniform Securities Agent State Law Examination	1993-06-23

S65 Uniform Investment Adviser Law Examination

1994-02-09
S63 Uniform Securities Agent State Law Examination

1993-06-23

Designations

Certified Financial Planner

Other Names

Michelle D Hoyle
Michelle D Hoyle
Michelle D Hoyle
Michelle Griffin
Michelle Dh Griffin
Michelle D Griffin

View on SEC IAPD