Michael Emmett Lenahan

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

• 02/2006 → 12/2016
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 12/2016 → 12/2016
  Suntrust Advisory Services
  Atlanta, GA
• 12/2016 → Present
  Lpl Financial Llc
  Monroe, NC

Previous Registrations

• 2006-02-03 → 2016-12-15
  Truist Investment Services, Inc.
  Norwood, NC
  Charlotte, NC
  Charlotte, NC
  Matthews, NC
  Oakboro, NC
  Concord, NC
  Albemarle, NC
  Charlotte, NC
  Charlotte, NC
  Indian Trail, NC
  Charlotte, NC
  Monroe, NC
  Wadesboro, NC
  Wingate, NC
  Marshville, NC
  Monroe, NC
  Monroe, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
• 2016-09-08 → 2016-12-15
  Truist Advisory Services, Inc.
  Charlotte, NC
  Charlotte, NC
  Concord, NC
  Monroe, NC
  Oakboro, NC
  Charlotte, NC
  Marshville, NC
  Monroe, NC
  Charlotte, NC
  Charlotte, NC
  Albemarle, NC
  Charlotte, NC
  Indian Trail, NC
  Matthews, NC
• 2003-12-15 → 2006-01-27
  Uvest Financial Services Group, Inc.
  Charlotte, NC

Other Businesses

1)12/14/16- Lenahan Wealth Management- DBA for LPL Business (entity for LPL business)-Inv. Related- at reported business location(s)- 100% 2) 3/20/2020 - Pinehurst Resort - Investment Related - 80 Carolina Vista Drive, Pinehurts NC 28374 - Outside/W-2 Employment - Caddie - Started 03/26/2020 - 20 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-28
• S63 Uniform Securities Agent State Law Examination
  1994-05-25