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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
LPL Financial LLC 7 months, 1 week May 2019 - Present
Murrcan Properties LLC 9 months, 1 week Mar 2019 - Present
Snake River Montessori 4 years, 1 month Nov 2015 - Present
Alzheimer's Association Idaho Falls Chapter 10 months Nov 2015 - Sep 2016
USA Hockey/Idaho Falls Hockey Association 5 years Dec 2014 - Present
Various Insurance Carriers for W & R Insurance Agencies 5 years, 4 months Jan 2014 - May 2019
Various Insurance Carriers for W & R Insurance Agencies 5 years, 4 months Jan 2014 - May 2019
Waddell & Reed, Inc 5 years, 7 months Oct 2013 - May 2019
Icarus Tours 8 years Jan 2011 - Jan 2019
Basic American Food 3 years, 9 months Jun 2010 - Mar 2014
United States Navy 6 years, 6 months Dec 2003 - Jun 2010
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Michael David Canavan?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 17, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 17, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

LPL Financial LLC

Last updated on Aug. 19, 2019
    • $159.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 787K
      Accounts
    • $202.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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