Advisor at Secure Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Secure Investment Management, LLC
Location
Hollister, CA
Credentials
Series 65
Industry experience
< 1 year
Michael Parkin is a financial advisor at Secure Investment Management, LLC with a Series 65 designation and one year of industry experience. Before joining the firm, he worked for Hesai, Inc. and Veoldyne Lidar, Inc. He is also an insurance agent involved in selling fixed insurance products. Secure Investment Management serves individuals, business entities, trusts, and estates, offering investment advisory, portfolio management, and financial planning services with a long-term, quantitative, factor-based approach using diversified, low-cost investment vehicles.
Based on Secure Investment Management, LLC
Based on Secure Investment Management, LLC
Full financial plan including estate planning and asset map available for $1,300
$0.00 - $100,000.00: 0.35% $100,000.01 - $250,000.00: 0.30% $250,000.01 - $1,000,000.00: 0.20% $1,000,000.01+: 0.10%
$250 per hour with a minimum charge of $1,250 (5-hour minimum) for financial planning services
Account minimum: $25,000 (may be waived at SIM's sole discretion)
Hollister, CA
California
Secure Investment Management, LLC
2025 - Present (1 year)
Secure Income Management, LLC
2025 - Present (1 year)
Self Employed
2024 - 2025 (1 year)
Hesai, Inc.
2019 - 2024 (5 years)
Veoldyne Lidar, Inc.
2005 - 2019 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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The Marshall Financial Group LLC
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