Max Miracle is a registered investment advisor at LPL Financial LLC, based in Chico, CA, with 38 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
2452 Lakewest Dr, Chico, CA, 95928
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2017Customer Dispute
September 2015Other Business Activities
Max is involved in several business activities, including Asset Management Group and Max Miracle Inc, both DBAs for LPL business, and BCD Group Inc for tax/investment purposes. He also owns multiple real estate rental properties, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Christopher Weil & Company, INCBroker
Birr, Wilson Securities, INC.Broker
Sentra Securities CorporationBroker
State Registrations25 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.