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Michael P

Series 63, Series 65

Bradenton, FL

LPL Financial

Michael Palen is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes over a decade at Cetera Advisor Networks LLC and self-employment in financial services since 1975. Outside of advisory work, he is involved in tax preparation and accounting through Palco Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management across a variety of investment strategies.

College savings (529s, UTMA, etc.)
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Nicholas I

Series 66

Bradenton, FL

LPL Financial

Nicholas Irving is a financial advisor with LPL Financial in Bradenton, FL, holding a Series 66 credential and two years of industry experience. Prior to his current role, he worked in the automotive and retail sectors, including positions at Volvo Cars Sarasota and Acura of Chattanooga. Outside of financial advising, he is involved with Pressure Kingdom, LLC, an outdoor services business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, using both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Alan I

Series 66

Bradenton, FL

LPL Financial

Alan Irving II is a financial advisor with LPL Financial, holding a Series 66 designation and over 24 years of industry experience. His prior experience includes more than a decade at Cetera Advisor Networks LLC and founding Irving Financial Group LLC, where he continues to be involved. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, with access to model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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