Michael Ray Barclift
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCJul 2021 to now
- Paul DayFeb 2020 to Jul 2021
- Hampton Roads Community FoundationJan 2020 to Jul 2021
- Noel MartinJan 2020 to Jul 2021
- Daniel NeiceDec 2018 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesDec 2018 to Jul 2021
- Waddell & Reed, Inc.Dec 2018 to Jul 2021
- Norfolk Police FoundationNov 2018 to Jul 2021
- Ski World LLCNov 2018 to Jul 2021
- Charles Schwab & Co., Inc.May 2013 to Oct 2018
- Portsmouth Boat ClubJan 2013 to Dec 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (VA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4773961
- Firm CRD
- 6413