Michael David Beach

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

• 01/2005 → Present
  Lpl Financial Llc
  Grand Rapids, MI

Other Businesses

(1) 01/04/2005: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - SELLING LONG TERM CARE AND FIXED LIFE INSURANCE. (2) 10/20/2016: Live Well Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2017 - 150 Hours Per Month/100 Hours During Securities Trading. (3) 12/27/2017 - Beach & Company, Inc. - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 01/01/2018 - 120 Hours Per Month/60 Hours During Securities Trading. 4). 03/19/2019 - No business name - Not investment related - At reported business location(s) - Notary Public - start date:11/16/2014 - 1 hr/mo - 1 hr during trading.

Exams

• S66 Uniform Combined State Law Examination
  2016-04-09
• S65 Uniform Investment Adviser Law Examination
  1995-03-06
• S63 Uniform Securities Agent State Law Examination
  1993-10-04