Michael Lewis is a registered investment advisor at LPL Financial LLC, based in Canby, OR, 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
358 NW 1st Ave, Ste 2, Canby, OR, 97013
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Regulatory History (1)
Customer Dispute
October 2015Other Business Activities
Michael operates Anchor Wealth Management as a DBA for his LPL business and MLL Enterprise for tax/investment purposes. He also runs an Etsy account called ColorMashArt and coaches tennis at Molalla High School, dedicating a few hours per week and about a quarter of his time, respectively.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations12 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.