Michael Grant Pannell

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

• 05/2019 → 03/2022
  Walsh & Watts, Inc.
  Fort Worth, TX
• 10/2017 → 05/2019
  Pourtastic Tastings
  Waco, TX
• 08/2016 → 05/2019
  Media 13
  Dallas, TX
• 08/2014 → 05/2018
  Baylor University
  Waco, TX
• 05/2022 → Present
  Lpl Financial Llc
  Fort Worth, TX

Other Businesses

1) 10/26/2022 - Riverfront Capital Strategies - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start date: 10/24/2022.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-30

Other Names

• Michael Pannell
• M. Grant Pannell