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Michael William Crowell

LPl Financial LLC

Fort Mill, SC

Fort Mill, SC

Fort Mill, SC

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-02
SC RA APPROVED 2023-11-30
  • TX RA
    APPROVED_RES
    Since 2025-07-02
  • SC RA
    APPROVED
    Since 2023-11-30

Branch Locations

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

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

Fort Mill, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Fort Mill SC 07/2017 05/2019
Target Corporation Charlotte NC 12/2014 07/2017
Ubs Financial Services Inc. Charlotte NC 05/2019 12/2019
Tiaa Charlotte NC 08/2021 11/2023
Nuveen Charlotte NC 01/2020 08/2021
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 08/2021 11/2023
Lpl Financial Llc Fort Mill SC 11/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-01
S63 Uniform Securities Agent State Law Examination 2018-12-13
  • S65 Uniform Investment Adviser Law Examination
    2019-06-01
  • S63 Uniform Securities Agent State Law Examination
    2018-12-13
Other Names
  • Michael William Crowell
  • Michael Crowell

View on SEC IAPD

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WEALTHCARE ADVISORY PARTNERS LLC
INSIGHT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

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