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Michael Webb

29 Years of Experience
Altoona, PA
1 DisclosureBroker

Michael Webb is a registered investment advisor at LPL Financial LLC, based in Altoona, PA, 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

301 W. Plank Road, Altoona, PA, 16602

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History

Regulatory History (1)
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
January 2002
Denied
Other Business Activities

Michael uses "Wilmington Advisors @ M&T" as a DBA for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
June 2021 - Present · 4 yrs 11 mos
LPL Financial LLCBroker
June 2021 - Present · 4 yrs 11 mos
LPL Financial LLC
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
M&t Securities, INC.
May 2017 - June 2021 · 4 yrs 1 mo
M&t Securities, INC.Broker
October 2016 - June 2021 · 4 yrs 8 mos
Infinex Investments, INC.
October 2015 - October 2016 · 1 yr
Infinex Investments, INC.Broker
October 2015 - October 2016 · 1 yr
Essex National Securities, LLCBroker
March 2014 - October 2015 · 1 yr 7 mos
Essex National Securities, LLC
March 2014 - October 2015 · 1 yr 7 mos
Wells Fargo Advisors, LLC
May 2006 - February 2014 · 7 yrs 9 mos
Wells Fargo Advisors, LLCBroker
May 2006 - February 2014 · 7 yrs 9 mos
UBS Financial Services INC.
January 2002 - May 2006 · 4 yrs 4 mos
UBS Financial Services INC.Broker
December 1996 - May 2006 · 9 yrs 5 mos
State Registrations15 states
ARCODCDEFLMDNHNYPASCTXVAVTWAWV
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 Webb - Financial Advisor | TrueAdvisor