Michael Gaddy is a CFP-designated registered investment advisor at LPL Financial LLC, based in Gainesville, GA, with 27 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
605 Green Street, Gainesville, GA, 30501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates under several DBAs for his LPL business and provides investment advisory services through IFG Advisory, LLC, dedicating full-time hours to this. He also owns rental real estate property, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
Ifg Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations13 states
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