Michael Metcalf (CRD# 7116914) is an Investment Advisor Representative working at Lpl Financial LLC in Goshen, IN and has over 3 years of experience in the finance industry.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2245020
Lpl Financial LLC
CRD# 4140596
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Goshen, IN | May 2024 - Current | < 1 |
| Interra Credit Union | Goshen, IN | May 2024 - Current | < 1 |
| Fidelity Investments | South Bend, IN | Dec 2021 - May 2024 | 2 |
| Northwest Bank | Granger, IN | Mar 2021 - Dec 2021 | < 1 |
| Lpl Financial LLC | Granger, IN | Mar 2021 - Dec 2021 | < 1 |
| Lincoln Financial Ditributors | Fort Wayne, IN | May 2019 - Mar 2021 | 1 |
| Purdue University Fort Wayne | Fort Wayne, IN | Aug 2018 - May 2019 | < 1 |
| Walmart | Auburn, IN | Jun 2018 - Aug 2018 | < 1 |
| Unemplyed | Butler, IN | May 2018 - Jun 2018 | < 1 |
| Austin Peay State University | Clarksville, TN | Aug 2017 - May 2018 | < 1 |
| Pro Resources | Fort Wayne, IN | Apr 2017 - Aug 2017 | < 1 |
| Unemployed | Butler, IN | Sep 2016 - Apr 2017 | < 1 |
| Pro Resources | Fort Wayne, IN | Jun 2016 - Sep 2016 | < 1 |
| East Side Jr. Sr. High School | Butler, IN | Aug 2010 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- IN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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