MH
MH

Michael Hosford

25 Years of Experience
Bastrop, TX
BrokerSells Insurance

Michael Hosford is a registered investment advisor at LPL Financial LLC, based in Bastrop, TX, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

971 Hwy 71 W, Bastrop, TX, 78602

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Michael operates several DBAs for his LPL business and is an agent with Ash Brokerage, selling various insurance products including life insurance and fixed annuities, dedicating a few hours per week to this. He also owns Lone Ranger Leasing, Inc. and MH-KHLLC, involved in equipment leasing and real estate rental, respectively, dedicating minimal time to these activities.

Employment History
Current Registrations
LPL Financial LLCBroker
December 2021 - Present · 4 yrs 5 mos
LPL Financial LLC
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Royal Alliance Associates, INC.
October 2017 - December 2021 · 4 yrs 2 mos
Royal Alliance Associates, INC.Broker
October 2017 - December 2021 · 4 yrs 2 mos
National Planning CorporationBroker
December 2007 - October 2017 · 9 yrs 10 mos
National Planning Corporation ("npc of America" in Fl & Ny)
December 2007 - October 2017 · 9 yrs 10 mos
American General Securities Incorporated
June 2006 - December 2007 · 1 yr 6 mos
American General Securities IncorporatedBroker
October 2002 - December 2007 · 5 yrs 2 mos
Franklin Financial Services CorporationBroker
October 2000 - October 2002 · 2 yrs
State Registrations24 states
AZCACOFLHIIAINKSKYLAMONCNENMOHOKPASCSDTNTXVAWAWI
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.