Michael Goncalves
Michael Goncalves is a registered investment advisor at LPL Financial LLC, based in Suffield, CT, with 26 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
66 North Main St., Suffield, CT, 06078
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2018Customer Dispute
January 2010Customer Dispute
February 2009Other Business Activities
Michael operates under a DBA for his LPL business through Webster Investment Services since 2011. He also performs bank duties as a Senior Financial Advisor for Webster Bank, helping clients plan for retirement and other life events.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Webster Investment Services, INC.Broker
Advest, INC.Broker
Aetna Investment Services, INC.Broker
State Registrations13 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.