Michael Barclift (CRD# 4773961) is an Investment Advisor Representative working at Lpl Financial LLC in Virginia Beach, VA and has over 19 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Virginia Beach, VA | Jul 2021 - Current | 2 |
| Paul Day | Virginia Beach, VA | Feb 2020 - Jul 2021 | 1 |
| Noel Martin | Virginia Beach, VA | Jan 2020 - Jul 2021 | 1 |
| Hampton Roads Community Foundation | Norfolk, VA | Jan 2020 - Jul 2021 | 1 |
| Waddell & Reed, Inc. | Virginia Beach, VA | Dec 2018 - Jul 2021 | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Norfolk, VA | Dec 2018 - Jul 2021 | 2 |
| Daniel Neice | Virginia Beach, VA | Dec 2018 - Jul 2021 | 2 |
| Norfolk Police Foundation | Norfolk, VA | Nov 2018 - Jul 2021 | 2 |
| Ski World LLC | Virginia Beach, VA | Nov 2018 - Jul 2021 | 2 |
| Portsmouth Boat Club | Portsmouth, VA | Jan 2013 - Dec 2019 | 6 |
| Charles Schwab & Company, Inc. | Virginia Beach, VA | May 2013 - Oct 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2004 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2004 |
- TX
- VA
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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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