MM
CFP
MM
CFP

Michael Myers

29 Years of Experience
Portland, OR
3 DisclosuresBrokerSells Insurance

Michael Myers is a CFP-designated registered investment advisor at LPL Financial LLC, based in Portland, OR, with 29 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

10220 SW Greenburg Rd Ste 330, 2 Lincoln Center, Portland, OR, 97223

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2022
Settled
Customer Dispute
August 2012
Settled
Customer Dispute
February 2008
Settled
Other Business ActivitiesSells Insurance

Michael operates Eagle Financial Consulting as a DBA for his LPL business, dedicating full-time hours to it. He also engages in non-variable insurance activities through Eagle Financial Consulting, spending minimal time on it.

Employment History
Current Registrations
LPL Financial LLC
October 2023 - Present · 2 yrs 7 mos
LPL Financial LLCBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Securities America, INC.Broker
October 2017 - October 2023 · 6 yrs
Securities America Advisors, INC.
October 2017 - October 2023 · 6 yrs
Sii Investments, INC.Broker
April 2006 - October 2017 · 11 yrs 6 mos
Sii Investments, INC.
April 2006 - October 2017 · 11 yrs 6 mos
Private Consulting Group, INC.Broker
January 2001 - April 2006 · 5 yrs 3 mos
NFP Securities, INC.Broker
July 2000 - December 2000 · 5 mos
Private Consulting Group, INC.
October 1999 - April 2006 · 6 yrs 6 mos
Private Consulting Group, INC.Broker
September 1998 - July 2000 · 1 yr 10 mos
Financial Network Investment CorporationBroker
November 1997 - October 1998 · 11 mos
Painewebber IncorporatedBroker
November 1996 - October 1997 · 11 mos
Hambrecht & Quist LLCBroker
February 1996 - October 1996 · 8 mos
State Registrations28 states
AKALARAZCACODCFLGAIDILMAMDMNMTNCNMNVNYOHORSCTNTXVAWAWIWV
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.
Michael Myers - Financial Advisor | TrueAdvisor