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Michael S Parkin

Investment adviser representative at Secure Investment Management, LLC
21 yearsExperience
1 stateRegistered in
$42.9MFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

21 years in the industry.

  1. Secure Investment Management, LLCOct 2025 to now
  2. Secure Income Management, LLCApr 2025 to now
  3. Self EmployedJul 2024 to Oct 2025
  4. Hesai, Inc.Jul 2019 to Jul 2024
  5. Veoldyne Lidar, Inc.Jul 2005 to Jul 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (CA).

Secure Investment Management, LLC

$42.9MAssets managed
942Clients
22Advisers
11 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
7940857
Firm CRD
141195
Advisor's SEC record (opens in a new tab)
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