Michael Lynch
Michael Lynch is a registered investment advisor at LPL Financial LLC, based in East Millinocket, ME, with 34 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
Eastmill Federal Credit Union, 60 Main Street, East Millinocket, ME, 04430
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Regulatory History (1)
Customer Dispute
March 2024Other Business ActivitiesSells Insurance
Michael sells non-variable insurance products, including life, health, long-term care, disability, and group insurance, dedicating about 10% of his time. He also owns and rents real estate, spending minimal time on this activity, and operates his LPL business under the DBA Northeast Planning Associates, Inc. Additionally, Michael is a registered investment advisor with Northeast Planning Associates, Inc., providing financial planning for a fixed or hourly fee, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Northeast Planning Associates, INC.
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations27 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.