Michael Rundlett
Michael Rundlett is a CFP-designated registered investment advisor at LPL Financial LLC, based in El Cajon, CA, 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
405 South Magnolia Ave, El Cajon, CA, 92020
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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
Michael spends about a quarter of his time on non-variable insurance since 1998 and another quarter on small business consulting services since 1999. He also co-owns Highland Cell, LLC for tax/investment purposes, operates Mike Rundlett Financial Services as a DBA for his LPL business full-time, and owns rental real estate, each taking minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cigna Financial Advisors,inc.Broker
State Registrations18 states
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