Michael Lehman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Brandon, FL, with 30 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
3419 Brook Crossing Dr, Brandon, FL, 33511
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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.
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Michael owns FWS Properties LLC and Four Boys Real Estate LLC, both real estate rental companies. He also operates under the DBAs FWSAdvisor.com and Focus Wealth Strategies LLC for his LPL business, spending minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Franklin/templeton Distributors, INC.Broker
State Registrations21 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.