LPL Financial
42yrs
Top advisor by experience in Corvallis
35yrs
Michael Gray is a financial advisor in Corvallis, Oregon, with 35 years in the industry. After ten years at Financial Advocates Advisory Services and two years at American Independent Securities Group, Michael joined LPL Financial in 2007, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience in Corvallis
Office310 NW 7th Street, Corvallis, OR 97330
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2010 – 2020Financial Advocates Advisory ServicesPreviously
- 2007 – nowLPL Financial LLCCurrent firm
- 2005 – 2007
- 1999 – 2005First Heartland Consultants, Inc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call LPL Financial at (704) 733-3300 and ask for Michael Gray. Michael works from the Corvallis, OR office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1991, about 35 years. Top 8% by experience in Corvallis.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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