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Michael Alan Tkachuk

LPl Financial LLC

Beaverton, OR

CRD 1303068

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2003-05-07
  • OR RA
    APPROVED
    Since 2003-05-07

Branch Locations

Beaverton, OR • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc (F/K/A Linsco/Private Ledger Corp.) Beaverton OR 04/1990 Present
  • 04/1990 → Present
    Lpl Financial Llc (F/K/A Linsco/Private Ledger Corp.)
    Beaverton, OR
Other Businesses

1. 7/10/2018 - Pacific Financial Group Inc. - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date:04/24/1990 - 48 Hours Per Month/0 Hours During Trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-09-27
  • S63 Uniform Securities Agent State Law Examination
    1984-09-27

View on SEC IAPD

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