Michael Edmondson
Michael Edmondson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Jonesboro, GA, 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
2242 Mt Zion Rd, Jonesboro, GA, 30236
Get directionsHistory
Regulatory History (1)
Criminal
August 1993Other Business Activities
Michael is involved with Capital and Planning LLC in several capacities, including as a business entity for tax/investment purposes and as a Registered Investment Advisor (IAR). These activities are investment-related and consume nearly all of Michael's time.
Employment History
Current Registrations
LPL Financial LLC
Capital and Planning, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Advisor Alliance, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Dominion Capital CorporationBroker
H.J. Meyers & CO., INC.Broker
Capital Investment Group, INC.Broker
State Registrations10 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.