Michelle Renee Conroy
Advisor at LPL Financial — Paris, TN N Poplar St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
21 years
Location
Paris, TN 38242
LPL Financial
Institution
Michelle Conroy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her career includes roles at Commercial Bank & Trust Co, Invest Financial, Fulton Financial Advisors, and Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Paris, TN N Poplar St
101 N Poplar St
Paris TN 38242
Advisors at this office
3
Tennessee · Texas
21 years of industry experience
LPL Financial
2018 - Present • 8 years
Paris, TN
Commerical Bank & Trust Co
2017 - Present • 9 years
Paris, TN
Invest Financial
2017 - 2018 • 1 year
Tampa, FL
Homemaker
2016 - 2017 • 1 year
Buchanan, TN
Fulton Financial Advisors
2015 - 2016 • 1 year
Lancaster, PA
Raymond James financial Services
2015 - 2016 • 1 year
Lancaster, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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