Michael Myers is a PFS-designated registered investment advisor at LPL Financial LLC, based in Greenwood Village, CO, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
10055 E Berry Drive, Greenwood Village, CO, 80111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Michael is involved in tax preparation, accounting, and bookkeeping through Michael F Myers CPA, PC. This activity takes about half of Michael's time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Spc
Sammons Securities Company, LLCBroker
Walnut Street Securities, INC.Broker
Conseco Securities, INC.Broker
Conseco Equity Sales, INC.Broker
Franklin Financial Services CorporationBroker
First Colorado Investments & Securities, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.