Michael Butsko
Michael Butsko is a registered investment advisor at LPL Financial LLC, based in Temecula, 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
28459 Old Town Front St Ste 315, Temecula, CA, 92590
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2001Customer Dispute
July 2000Customer Dispute
February 2000Other Business Activities
Michael operates PacWest Investment Group as a DBA for his LPL business, dedicating full-time hours to it. He also works as a boys' tennis coach at Temecula Valley High School, dedicating about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
M.L. Stern & CO., LLC.Broker
State Registrations10 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.