MG
MG

Michael Greenspun

33 Years of Experience
Midlothian, VA
Broker

Michael Greenspun is a registered investment advisor at LPL Financial LLC, based in Midlothian, VA, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Midlothian, VA

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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 Activities

Michael owns rental real estate, works as a reserve deputy sheriff, and is an election poll worker. He also owns a picture framing business called Country Cottage, dedicating about 10% of his time to it.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2015 - Present · 11 yrs 1 mo
LPL Financial LLC
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
Next Financial Group, INC.Broker
November 2010 - April 2015 · 4 yrs 5 mos
Next Financial Group, INC.
November 2010 - April 2015 · 4 yrs 5 mos
Edward Jones
February 2004 - October 2010 · 6 yrs 8 mos
Edward JonesBroker
October 2001 - October 2010 · 9 yrs
Prudential Securities IncorporatedBroker
June 1999 - July 2001 · 2 yrs 1 mo
Everen Securities, INC.Broker
September 1990 - July 1997 · 6 yrs 10 mos
Blunt Ellis & Loewi IncorporatedBroker
June 1990 - September 1990 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.