Wells Fargo Advisors
43yrs
Top advisor by experience in Melbourne
2yrs
Michell Warren has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Melbourne, Florida. Michell has been with LPL Financial since 2025. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 290 advisors with offices in Melbourne, and one of 268 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office6767 N Wickham Rd Suite 400, Melbourne, FL 32940
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 ?1 state
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 66Uniform Combined State Law Examination
Career
- Apr 2025 – nowLPL Financial LLCCurrent firm
Contact Michell
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Michell. 6767 N Wickham Rd Suite 400Melbourne, FL 32940Office · Get directions Facebook pageLPL Financial
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Questions to ask Michell
Tailored to Michell’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About Michell
How do I contact Michell?
Call LPL Financial at (704) 733-3300 and ask for Michell Warren. Michell works from the Melbourne, FL office.
How long has Michell been a financial advisor?
Michell has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Michell hold?
Series 66. Tap any license on this page to see what it allows.
Is Michell a fiduciary?
Michell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michell paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michell 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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