Michelle Elizabeth Fenton

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

• 05/2011 → 03/2026
  Centaurus Financial Inc.
  Anaheim, CA
• 03/2026 → Present
  Lpl Financial Llc
  Westlake Village, CA

Previous Registrations

• 2011-05-16 → 2026-03-09
  Centaurus Financial, Inc.
  Anaheim, CA
  Westlake Village, CA
• 2008-10-13 → 2009-05-13
  Ubs Financial Services Inc.
  Beverly Hills, CA

Other Businesses

1. 02/2026 - Fenton Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 106 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 3/9/2026

Exams

• S66 Uniform Combined State Law Examination
  2008-10-10

Other Names

• Michelle Fenton