Michael Wargo
Michael Wargo is a registered investment advisor at LPL Financial LLC, based in Murrysville, PA, 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
3141 Lillian Ave Ste 3, Murrysville, PA, 15668
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 1998Customer Dispute
June 1998Other Business Activities
Michael is involved in several outside activities. These include W-2 employment with Universal Life Church, Ohio State Alumni Association, Rotary International District 7300, Monroeville Area Chamber of Commerce, and Sound Advice Entertainment, taking minimal time for the first two, about 10-20% of his time for Rotary International, and a few hours per week for the last two.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
First Midwest Securities, INC.Broker
Tiche Capital Strategies LLCBroker
Emmett a Larkin Company, INC.Broker
Fairchild Financial Group, INC.Broker
L.C. Wegard & CO., INC.Broker
State Registrations5 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.