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Michael Young

LPL Financial LLC
29 Years of Experience
Alexandria, LA
1 DisclosureBroker
View SEC Summary
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Michael Young is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Alexandria, LA, 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

128 Versailles Blvd., Alexandria, LA, 71303

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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
September 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael operates Financial Solutions Group as a DBA for his LPL business and is a member of FSG Holdings, LLC and Financial Services of Central Louisiana LLC, all for tax/investment purposes. He also serves as a Permanent Deacon in the Catholic Church, dedicating minimal time to this non-investment related activity, and owns vacant land.

Employment History
Current Registrations
LPL Financial LLC
October 2019 - Present · 7 yrs
LPL Financial LLCBroker
October 2019 - Present · 7 yrs
Previous Registrations
Fsc Securities CorporationBroker
May 2005 - October 2019 · 14 yrs 5 mos
Fsc Securities Corporation
May 2005 - October 2019 · 14 yrs 5 mos
The Lincoln National Life Insurance CompanyBroker
May 2004 - May 2005 · 1 yr
Lincoln Financial Advisors Corporation
May 2004 - May 2005 · 1 yr
Lincoln Financial Advisors CorporationBroker
May 2004 - May 2005 · 1 yr
Linsco/private Ledger CORP.Broker
November 2001 - May 2004 · 2 yrs 6 mos
Morgan Keegan & Company, INC.Broker
April 2001 - December 2001 · 8 mos
Regions Investment Company, INC.Broker
July 2000 - April 2001 · 9 mos
Investment Professionals, INC.Broker
July 1998 - July 2000 · 2 yrs
Sal Financial ServicesBroker
June 1997 - July 1998 · 1 yr 1 mo
State Registrations13 states
ALARCADCFLGAINLAMSNCTNTXVA
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.
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