MF
MF

Michael Fashtchi

31 Years of Experience
Las Vegas, NV
BrokerSells Insurance

Michael Fashtchi is a registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, 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
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

410 S Rampart Blvd Ste 390, Las Vegas, NV, 89145-5749

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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 is involved in comprehensive wealth management and outside insurance sales since 2001. He also makes referrals for a telemedicine service, spending minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLC
October 2001 - Present · 24 yrs 7 mos
LPL Financial LLCBroker
September 2001 - Present · 24 yrs 8 mos
Previous Registrations
Sutro & CO. IncorporatedBroker
May 1997 - October 2001 · 4 yrs 5 mos
Dean Witter Reynolds INC.Broker
May 1994 - August 1997 · 3 yrs 3 mos
State Registrations12 states
AZCAFLKYMSNVNYOKSDTXUTWA
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.