Michelle Hall
Michelle Hall is a registered investment advisor at LPL Financial LLC, based in Frisco, TX, 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
3201 Dallas Pkwy Ste 710, Frisco, TX, 75034-9596
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Regulatory History (2)
Customer Dispute
March 2003Customer Dispute
November 1999Other Business ActivitiesSells Insurance
Michelle operates her LPL business through Brennan Wealth Advisors LLC, dedicating full-time hours to it. She also sells non-variable insurance, spending a few hours per week, and works as a notary since 1994. Additionally, Michelle is an author, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fsc Securities Corporation
Brennan Wealth Advisors, LLC
Fsc Securities Corporation
Fsc 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.