Michael Taylor is a registered investment advisor at LPL Financial LLC, based in Evansville, IN, with 22 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
1900 Hirschland Rd, Evansville, IN, 47715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates under the DBA Liberty Wealth Services for his LPL business. This activity takes about a quarter of his time, with 32 hours specifically during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Sagepoint Financial, INC.Broker
Proequities, INC.Broker
American Fidelity Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Signal Capital Management,inc.
CUNA Brokerage Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations24 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.