Michael Geary
Michael Geary is a registered investment advisor at LPL Financial LLC, based in Chesterfield, MO, with 51 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
Chesterfield, MO
Get directionsHistory
Regulatory History (1)
Criminal
August 1976Other Business ActivitiesSells Insurance
Michael operates M.A.G. Wealth Management, LLC as a DBA for his LPL business and for tax/investment purposes, dedicating about a quarter of his time to the latter. He also owns rental property and spends minimal time on non-variable insurance related to his wealth management business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Shearson Lehman Hutton INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mutual of Omaha Fund Management CompanyBroker
Securities Management & Research, INC.Broker
Mutual of Omaha Fund Management CompanyBroker
State Registrations25 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.