ML
CFP
ML
CFP

Michael Larlee

22 Years of Experience
Lake Oswego, OR
Broker

Michael Larlee is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Lake Oswego, OR, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

Two Centerpointe Drive, Suite 200, Lake Oswego, OR, 97305

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
D.A. Davidson & CO.Broker
April 2015 - Present · 11 yrs 1 mo
D.A. Davidson & CO.
April 2015 - Present · 11 yrs 1 mo
D.A. Davidson & CO.
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2006 - April 2015 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2006 - April 2015 · 8 yrs 10 mos
Seattle-Northwest Securities CorporationBroker
April 2003 - May 2006 · 3 yrs 1 mo
State Registrations22 states
AKARAZCACOCTFLGAHIIDINMAMDMNMTNVOHORTNTXUTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.