TrueAdvisor
TrueAdvisor
MG
MG

Michael Geary

LPL Financial LLC
52 Years of Experience
Natick, MA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Geary is a registered investment advisor at LPL Financial LLC, based in Natick, MA, with 52 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Natick, MA

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 1976
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
September 2021 - Present · 5 yrs 1 mo
LPL Financial LLCBroker
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLC
May 2009 - October 2021 · 12 yrs 5 mos
Ameriprise Financial Services, LLCBroker
May 2009 - October 2021 · 12 yrs 5 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2009 · 1 yr 4 mos
Wells Fargo Advisors, LLC
January 2008 - May 2009 · 1 yr 4 mos
A. G. Edwards & Sons, INC.
March 2007 - January 2008 · 10 mos
A. G. Edwards & Sons, INC.Broker
October 1989 - January 2008 · 18 yrs 3 mos
Shearson Lehman Hutton INC.Broker
April 1987 - October 1989 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1985 - April 1987 · 2 yrs 2 mos
Mutual of Omaha Fund Management CompanyBroker
March 1977 - January 1985 · 7 yrs 10 mos
Securities Management & Research, INC.Broker
August 1975 - April 1976 · 8 mos
Mutual of Omaha Fund Management CompanyBroker
November 1972 - October 1974 · 1 yr 11 mos
State Registrations25 states
AZCACOCTFLGAILINKSMAMDMEMIMOMSNCNHNVNYOHPARISCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Natick, MA →All financial advisors in Massachusetts →