Michael Gradl
Michael Gradl is a registered investment advisor at LPL Financial LLC, based in Vacaville, CA, with 33 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
2020 Harbison Dr., Vacaville, CA, 95687
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 1995Other Business Activities
Michael operates under the DBA Travis Financial Services for his LPL business since 2018. This activity is investment-related and occurs at the reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Liberty Life Distributors LLCBroker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Wells Fargo Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.