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CFP · ChFC
MB
CFP · ChFC

Michael Burgoyne

LPL Financial LLC
37 Years of Experience
Vancouver, WA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Burgoyne is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Vancouver, WA, with 37 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

314 W 15th St Ste 100, Vancouver, WA, 98660

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Michael is involved in several business activities. These include non-variable insurance sales since 2003, Laurus Wealth Management as a DBA for LPL business since 2005, LWM Inc. for tax/investment purposes (minimal time commitment), and LWM Properties LLC for real estate rental (minimal time commitment).

Employment History
Current Registrations
LPL Financial LLC
December 2003 - Present · 22 yrs 10 mos
LPL Financial LLCBroker
December 2003 - Present · 22 yrs 10 mos
Previous Registrations
Financial Advocates Advisory Services
October 2013 - May 2016 · 2 yrs 7 mos
Laurus Wealth Management
April 2004 - January 2008 · 3 yrs 9 mos
Veravest Investment Advisors, INC.
June 1998 - December 2003 · 5 yrs 6 mos
Veravest Investments, INC.Broker
May 1998 - December 2003 · 5 yrs 7 mos
Primevest Financial Services, INC.Broker
August 1996 - April 1998 · 1 yr 8 mos
Marketing One Securities, INC.Broker
July 1993 - August 1996 · 3 yrs 1 mo
Murphey Favre, INC.Broker
July 1989 - July 1993 · 4 yrs
State Registrations19 states
ALARAZCAFLIDINMAMSNMNYOKORPATXUTVAVTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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