Michele Davis
Michele Davis is a registered investment advisor at LPL Financial LLC, based in Apollo Beach, FL, with 35 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
400 Frandorson Cir, Ste 4235, Apollo Beach, FL, 33572
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michele operates her LPL business through Good Life Financial Advisors of Tampa Bay and owns rental real estate. She is also a licensed real estate agent and a realtor, and she sells fixed annuities, term insurance, and long-term care insurance, dedicating a few hours per week to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
AXA Advisors, LLCBroker
Samco Financial Services, INC.Broker
Service Asset Management CompanyBroker
Sws Financial ServicesBroker
The Investment Center, INC.Broker
NationssecuritiesBroker
Dean Witter Reynolds INC.Broker
E. F. Hutton & Company INCBroker
Michelin and Company, INC.Broker
E. F. Hutton & Company INCBroker
F.D. Roberts Securities, 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.