Michael Mezmar
Michael Mezmar is a registered investment advisor at LPL Financial LLC, based in Harlingen, TX, with 41 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
Harlingen, TX
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Regulatory History (1)
Customer Dispute
December 2010Other Business ActivitiesSells Insurance
Michael operates Mezmar Money Management as a DBA for his LPL business. He also sells Medicare Supplement policies through Mezmar Insurance Agency, dedicating minimal time to this activity. Finally, Michael is involved in politics/government in Harlingen, TX, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Waddell & Reed, INC.Broker
State Registrations6 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.