Michael Lavere Allred
Investment adviser representative at Secfi Advisory Limited
10 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$225.9MFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Secfi Advisory LimitedJun 2024 to now
- Facet Wealth, Inc.May 2022 to now
- Self EmployedFeb 2021 to May 2022
- Avantax Investment ServicesJun 2018 to Dec 2019
- Hamilton Wealth ManagementMay 2018 to Jan 2021
- Isgam AgMar 2017 to Mar 2018
- Royal AllianceJun 2016 to Jan 2017
- Integrated Financial Planning CenterJan 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 5 states (CA, MA, NY, TX, WA).
Secfi Advisory Limited
$225.9MAssets managed
55Clients
3Advisers
4 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
- 6624684
- Firm CRD
- 306961