Michael Webb is a registered investment advisor at LPL Financial LLC, based in Bedford, PA, with 29 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
101 East Pitt Street, Bedford, PA, 15522
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2002Other Business Activities
Michael uses "Wilmington Advisors @ M&T" as a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
M&t Securities, INC.
M&t Securities, INC.Broker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Essex National Securities, LLCBroker
Essex National Securities, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations16 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.