Michael Merrill is a CFP, ChFC-designated registered investment advisor, based in Portland, OR, with 21 years of industry experience.
Location
5550 S Macadam Avenue, Suite 120, Portland, OR, 97239
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Michael is an advisory representative of a RIA, spending a few hours per week on investment-related activities. He is also a co-owner/principal/independent insurance agent for various independent insurance companies, dedicating minimal time to this and is a managing member/co-author of a book. Michael also owns commercial and rental properties.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cri Securities, LLC
Securian Financial Services, INC.
Marathon Advisors, INC
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations53 states
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