MG
MG

Michael Gourley

33 Years of Experience
Midvale, UT
BrokerSells Insurance

Michael Gourley is a registered investment advisor at LPL Financial LLC, based in Midvale, UT, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Midvale, UT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael operates his LPL business through Provident Financial Group since 2005. He also owns rental real estate and sells non-variable insurance products, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2019 - Present · 6 yrs 6 mos
LPL Financial LLC
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Securities America Advisors, INC.
October 2014 - November 2019 · 5 yrs 1 mo
Securities America, INC.Broker
October 2014 - November 2019 · 5 yrs 1 mo
LPL Financial LLC
February 2004 - October 2014 · 10 yrs 8 mos
LPL Financial LLCBroker
February 2004 - October 2014 · 10 yrs 8 mos
MML Investors Services, INC.
May 2000 - February 2004 · 3 yrs 9 mos
MML Investors Services, INC.Broker
January 1993 - February 2004 · 11 yrs 1 mo
State Registrations11 states
AZCACOFLIDINMIMNOKTXUT
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.
Michael Gourley - Financial Advisor | TrueAdvisor