Michael Vincent Whalen

Current Employers

Employment History

• 12/2012 → 08/2024
  Lincoln Financial Securities Corporation
  Wexford, PA
• 08/2024 → Present
  Lpl Financial
  Wexford, PA

Previous Registrations

• 2012-12-12 → 2024-08-05
  Osaic Fs, Inc.
  Wexford, PA
• 2010-06-02 → 2012-12-17
  Lpl Financial Llc
  Bridgeville, PA
• 2010-08-31 → 2012-12-17
  Waldron Private Wealth
  Bridgeville, PA
• 1995-09-28 → 2010-05-25
  Goldman Sachs Wealth Services, L.P.
  Canonsburg, PA

Other Businesses

1- 06/2024 / BCR FINANCIAL SERVICES, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 06/2024 / HCMC WEALTH STEWARDSHIP, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 160 hrs mth / 8 hrs during trading / Pittsburgh, PA / Start date: 03/01/2013 3- 06/2024 / MICHAEL WHALEN / Non-Variable Insurance / Investment Related / 10 hrs mth / 2 hrs during trading / Pittsburgh, PA / Start date: 01/01/1995 4) 04/03/2025 - BCR Financial Services, LLC - Investment Related - Registered Investment Advisor - At Reported Business Location(s) - Start date: 12/15/2012 - I provide financial planning and consulting services through BCR Financial Services, LLC, an independent investment advisor firm. I started this business activity in 12/2012. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial - 80Hrs/Mth - 80 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-07-11
• S63 Uniform Securities Agent State Law Examination
  1994-04-05

Designations

Other Names

• Mike Whalen
• Michael Vincent Whalen