Michael Gardiner
Michael Gardiner is a CFP-designated registered investment advisor at LPL Financial LLC, based in Canadian, TX, 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
310 Main St, Canadian, TX, 79014
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a CPA through Michael Gardiner, P.C. since 1984, a notary since 2015, and affiliated with West Texas Wealthcare Advisors since 1996, selling non-variable insurance. He also operates West Texas Wealthcare Advisors, LLC as a DBA for his LPL business and participates in a CPA affiliate program related to mineral interests since 1984.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations10 states
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