Michael Sammons
Michael Sammons is a registered investment advisor at LPL Financial LLC, based in Gilbert, AZ, 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
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
3349 E Queen Creek Rd, Gilbert, AZ, 85297
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2016Customer Dispute
October 2003Other Business Activities
Michael is an employee of Arizona State Credit Union since 2009. He also operates OneAZ Wealth Management as a DBA for his LPL business, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Banc One Securities Corporation
Banc One Securities CorporationBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Abn Amro Financial Services, INC.
Abn Amro Financial Services, INC.Broker
Laughlin Group Advisors, INC.Broker
Invest Financial CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 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.