Carol Miskovich
Carol Miskovich is a registered investment advisor at LPL Financial LLC, based in Brighton, MI, with 37 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
7600 Grand River Rd, Suite 195, Brighton, MI, 48114
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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
Carol operates Premier Financial Planning, LLC as a DBA for her LPL business. She also spends minimal time with Tallman Financial Services, LLC selling non-variable insurance, and Solid Rock Real Estate Holdings LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Intersecurities, INC.Broker
Royal Alliance Associates, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
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.