Michael Weeks
Michael Weeks is a registered investment advisor at LPL Financial LLC, based in Severna Park, MD, with 31 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
900 Ritchie Hwy Ste 201, Severna Park, MD, 21146
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Regulatory History (1)
Customer Dispute
May 2011Other Business ActivitiesSells Insurance
Michael is affiliated with Gladstone Wealth Partners as a DBA for LPL business, and also works as an agent selling term and universal life insurance through Book of Brokers. Additionally, Michael owns rental real estate, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations18 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.