Michael Leonard
Michael Leonard is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Lutherville, MD, 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
1447 York Road Suite 801, Lutherville, MD, 21093
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Regulatory History (1)
Customer Dispute
May 2010Other Business ActivitiesSells Insurance
Michael is associated with AFI Associates, LLC for tax/investment purposes and Academy Financial, Inc. as a DBA for his LPL business. He is also involved with Blue Harbor Benefits, which appears to be related to non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
State Registrations23 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.