Michael Kirk Segars

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

• 08/2005 → Present
  Lpl Financial Llc
  Huntsville, AL

Previous Registrations

• 2001-12-10 → 2004-06-16
  Legg Mason Wood Walker, Incorporated
  Huntsville, AL

Other Businesses

1. 12/02/2006 - MICHAEL K SEGARS CPA PC - CPA AFFILIATE PROGRAM - 90% TIME SPENT - CPA PARTNER BUSINESS. THIS ENTITY IS A INDIVIDUAL PC THAT OPERATES UNDER THE UMBRELLA OF MELVIN BIBB PINSON & SEGARS, PC FOR MY BENEFIT ONLY. 2. 11/30/2009 * Melvin Bibb Pinson Segars 401k PSP * Act in a Fiduciary Capacity * INV REL * AT REPORTED BUSINESS LOCATION(S) * TIME SPENT 1% 3. 09/06/2011 - JOHN T STRAIN GRANDCHILDREN'S TRUST - INV REL - 1% TIME SPENT - ACT IN A FIDUCIARY CAPACITY 4. 06/24/2016 * MBS, LLC * Real Estate Rental * INV REL * 303 Williams Avenue, Suite 129, Huntsville, AL 35801 * MBS PROPERTIES, ACTIVE RENTAL OF COMMERCIAL REAL ESTATE to CPA Firm Company name changed from APC, LLC to MBS, LLC * START 06/14/2016 * 1 HR/MO DURING SECS TRDG HRS. 5. 06/24/2016 * Millennium Medical Billing & Physician Services, Inc * Other - MEDICAL * NOT INV REL * 303 Williams Avenue, Suite 1231, Huntsville, AL 35801 * MILLENNIUM MEDICAL BILLING & PHYSICIAN SERVICES, INC. CFO OF CORPORATION *********** Name correction **************** * START 06/14/2016 * 3 HRS/MO DURING SECS TRDG HRS. 6. 06/29/2016 * NO BUSINESS NAME * Real Estate Rental * INV REL * 215 Woliss Lane, Unit 106, Gatlinburg, TN 37738 * Vacation Rental Condo in Gatlinburg, TN * START 10/20/2006 * 0 HRS/MO. 7. 5/30/2017 - MELVIN, BIBB, SEGARS & Associates, Inc. - Investment Related - 303 Williams Avenue, Suite 129, Huntsville, AL 35801 - CPA Affiliate Program - Started 08/31/2016 - 200 Hours Per Month/160 Hours During Securities Trading - CPA Services. 8. 2/20/2018 - MMB Property, LLC - Investment Related - Huntsville, AL - Real Estate Rental - Start Date: 4/7/2009 - 1 Hours Per Month/0 During Trading. 9. 4/30/2018 - Balance Investments Alabama LLC - Not Investment Related - 303 Williams Avenue, Suite 129, Huntsville AL 35801 - Other-Business Owner - Start Date:09/18/2017 - 2 Hour(s) Per Month/0 Hour(s) During Trading. 10. 4/30/2018 - Midsouth Investors, LLC - Not Investment Related - 303 Williams Avenue, Suite 129, Huntsville, AL 35801 - Business Entity For Tax/Investment Purposes Only - Start Date:01/09/2018 - 0 Hour(s) Per Month/0 Hour(s) During Trading. 11. 7/20/2018 - Sand In Tuscany, LLC - Not Investment Related - Home Based - Other-Family Business - Start Date: 07/03/2018 - 1 Hour Per Month/0 Hours During Securities Trading - Movie screen play development and sale. 12. 01/20/2022 - Faulkner University - Not Investment Related - 420 Wynn Drive, Huntsville, AL 35805 - Other-Professor - Adjunct Professor - Start Date: 01/11/2022 - 12 Hours Per Month/0 Hours During Securities Trading - Teach accounting classes. 13. 01/03/2023 - The second amended and restated Nicole Nemiroff Trust - Not Investment Related - 303 Williams Avenue, Suite 129, Huntsville, AL 35801 - Act in a Fiduciary Capacity - Trustee - Start Date: 08/10/2022 - 0 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  1999-05-21