Micah Alton Willis

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

• 06/2018 → Present
  Lpl Financial, Llc
  Seal Beach, CA
• 08/2017 → 03/2018
  Merrill Lynch
  Irvine, CA
• 05/2015 → 01/2017
  Port Theater
  Corona Del Mar, CA
• 09/2014 → 12/2018
  Mihaylo College Of Business And Economics At Cal State Fullerton
  Fullerton, CA

Other Businesses

1. 5/1/2019 - MJF FINANCIAL, INC. - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS).

Exams

• S66 Uniform Combined State Law Examination
  2019-08-02

Other Names

• Micah Willis