Michael Bagley
Michael Bagley is a CFP-designated registered investment advisor at LPL Financial LLC, based in Santa Rosa, 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
3554 Round Barn Blvd Ste 204, Santa Rosa, CA, 95403
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2016Customer Dispute
December 1997Other Business ActivitiesSells Insurance
Michael operates his LPL business through Scarbrough Financial Group, LLC. He is also an agent for BGA Insurance and Crump Insurance, selling non-variable insurance products, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Allstate Financial Services, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations13 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.