Michael A. Lebel
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michael Albert Lebel, AIF®, who also goes by Michael A Lebel, was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 1984. Michael had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 1, 2012 - December 31, 2023
VALMARK ADVISERS, INC.
September 12, 2001 - December 31, 2023
VALMARK SECURITIES, INC.
September 24, 1993 - September 17, 2001
OHANESIAN / LECOURS, INC.
April 4, 1984 - October 7, 1993
NEW ENGLAND SECURITIES
Primary Firm SEC Registration
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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