Michael Burgoyne
Michael Burgoyne is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Vancouver, WA, with 36 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
314 W 15th St Ste 100, Vancouver, WA, 98660
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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
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
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Advisory Services
Laurus Wealth Management
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Primevest Financial Services, INC.Broker
Marketing One Securities, INC.Broker
Murphey Favre, INC.Broker
State Registrations19 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.