Michele Prlich, financial advisor Warwick RI

Michele Prlich

CRD Number: 2767188
Current Firm: Lpl Financial LLC

Michele Prlich (CRD# 2767188) is an Investment Advisor Representative working at Lpl Financial LLC in Warwick, RI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC North Kingstown, RI Jan 2022 - Current 2
Webster Bank North Kingstown, RI Oct 2021 - Current 2
Unemployed North Smithfield, RI Aug 2020 - Oct 2021 1
Citigroup Global Markets Inc. La Jolla, CA May 2007 - Aug 2020 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2005
S63 Uniform Securities State Law Examination Aug 2017
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Michele D. Prlich
Phone Number: 704-733-3300
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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