Michael Glenn Chandler

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

• 12/2013 → 11/2022
  Infinex Investments, Inc.
  Jackson, MS
• 11/2022 → Present
  Lpl Financial Llc
  Jackson, MS
• 11/2022 → Present
  Cadence Bank
  Jackson, MS

Previous Registrations

• 2013-12-02 → 2022-11-30
  Osaic Institutions, Inc.
  Jackson, MS
  Jackson, MS
  Chapel Hill, NC
  Charlotte, NC
• 2012-05-01 → 2013-12-02
  Bancorpsouth Investment Services, Inc.
  Jackson, MS
  Jackson, MS
• 2009-01-02 → 2012-05-01
  Raymond James Financial Services Advisors, Inc
  Brandon, MS
• 2007-02-06 → 2009-01-02
  Raymond James Financial Services, Inc.
  Magee, MS
  Brandon, MS
• 2007-01-05 → 2007-02-01
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
  Mendenhall, MS
• 2004-11-01 → 2007-01-12
  Cetera Advisors Llc
  Mendenhall, MS
  Ridgeland, MS

Other Businesses

1) 11/2022 - Cadence Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / 2) 11/2022 - Fidelity & Guaranty, United Life Insurance, Oceanview Life and Annuity / Non-Variable Insurance / fixed annuity business / Investment Related 3) 11/2022 - Cadence Bank - Dual Employment / Financial Institution Duty / VP / Financial advisor / Investment Related

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-28
• S63 Uniform Securities Agent State Law Examination
  1996-03-06