Michael Dylan Whittaker
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 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
10 years in the industry.
- LPL Financial LLCJan 2026 to now
- Eagle Legacy WealthJan 2026 to now
- UnemployedOct 2025 to Dec 2025
- The Daily WireMay 2022 to Sep 2025
- Self-employed (uber)Oct 2021 to Apr 2022
- UnemployedJul 2021 to Sep 2021
- White House Internship ProgramSep 2018 to Dec 2018
- Stanford UniversitySep 2016 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8213258
- Firm CRD
- 6413