Michael Beck is a CFP-designated registered investment advisor at LPL Financial LLC, based in Manchester, NH, with 28 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
839 Hanover Street, Manchester, NH, 03104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Michael operates under the DBA St. Mary's Financial Services for his LPL business, dedicating minimal time. He also works as a financial advisor at St. Mark's Bank, spending full-time hours in this role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
MML Investors Services, INC.Broker
Intersecurities, INC.Broker
W. S. Griffith & CO., INC.Broker
Intersecurities, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations26 states
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