Michael Oresick is a CFP-designated registered investment advisor at LPL Financial LLC, based in Wilkes Barre, PA, 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
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
350 Liberty Plaza, Wilkes Barre, PA, 18702
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Regulatory History
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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Michael is an instructor for Crestwood Area Community Education, teaching healthy habits of financial planning. This takes minimal time each month and is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Sei Investments Distribution CO.Broker
Sei Investments Management CORP
LPL Financial LLC
LPL Financial LLCBroker
Nationwide Investment Services CorporationBroker
Highmark Funds Distributors, LLCBroker
Pfpc Distributors, INC.Broker
Sei Investments Distribution CO.Broker
Directed Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations18 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.