Michael A. Lizon

PROVIDENT LIVING ADVISORS LLC

Silverdale, WA 98383

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CRD#: 5258946

Professional summary

Michael Anthony Lizon, CFP® is a registered financial advisor currently at PROVIDENT LIVING ADVISORS LLC located in Silverdale, Washington.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Michael A Lizon LLC; Investment related; Tax Preparer; Start: 04/2015; Silverdale, WA; 10 hours per month; 1 during securities trading; prepare taxes/accountant.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Lizon's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

January 5, 2018 - Present

PROVIDENT LIVING ADVISORS LLC

Office #1: 10049 Kitsap Mall Blvd Nw Ste 249, Silverdale, WA 98383

RIA

CRD#: 290723

Silverdale, WA

Past

February 19, 2014 - November 14, 2017

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Silverdale, WA

Past

February 19, 2014 - November 14, 2017

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Silverdale, WA

Past

October 26, 2011 - March 7, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

BREMERTON, WA

Past

October 26, 2011 - March 7, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BREMERTON, WA

Past

October 3, 2008 - August 31, 2011

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

BREMERTON, WA

Past

July 8, 2008 - August 31, 2011

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

BREMERTON, WA

Past

December 18, 2006 - October 26, 2007

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

MESA, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(1/5/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/2/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/2/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/14/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/16/2006

General Securities Representative Examination

Current Firm

PROVIDENT LIVING ADVISORS LLC

CRD#: 290723 / SEC#:

Washington

Registered Investment Advisory firm - (1/5/2018 Approved)

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Contact information

Main Address

10049 Kitsap Mall Blvd Nw Ste 249, Silverdale, WA 98383

Mailing Address

Phone number

(360) 286-2080

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	353
AUM (Assets Under Management)	$ 47,217,119

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael A. Lizon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Lizon's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

J.P. TURNER & COMPANY, L.L.C.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/2/2008

Series 63

Date: 1/2/2007

SIE

Date: 11/14/2017

Series 7

Date: 12/16/2006

Current Firm

PROVIDENT LIVING ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PROVIDENT LIVING ADVISORS LLC

TRUST BUT VERIFY

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