Michael Foland
Michael Foland is a registered investment advisor at LPL Financial LLC, based in Taylor Ridge, IL, 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
Taylor Ridge, IL
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2005Customer Dispute
November 1999Other Business ActivitiesSells Insurance
Michael operates Foland Financial Services as a DBA for his LPL business, dedicating about a quarter of his time. He is also an agent selling annuities and various life insurance products, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Natcity Insurance Services, INC.Broker
Natcity Investments, INC.Broker
Natcity Investments, INC.Broker
Natcity Insurance Services, INC.Broker
First of America Brokerage Service, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Norwest Investment Services, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations12 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.