Michael Skourtes is a registered investment advisor at LPL Financial LLC, based in Bend, OR, with 17 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
1100 NW Wall St., Bend, OR, 97703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates his LPL business through First Interstate Investment Services. He also works as a Wealth Advisor at First Interstate Bank, dedicating full-time hours to this role, though slightly less during securities trading. Michael is also the owner of Double T Ventures, LLC, a business entity for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
M Holdings Securities, INC.
M Financial Asset Management, INC.
Ameritrade Northwest, INC.Broker
State Registrations3 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.