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Michael Weber

24 Years of Experience
Towson, MD
Broker

Michael Weber is a registered investment advisor at LPL Financial LLC, based in Towson, MD, with 24 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

110 West Rd Ste 415, Towson, MD, 21204

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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 Activities

Michael operates his LPL business under the DBAs WeberMessick and WeberMessick Wealth Management, dedicating full-time hours to these activities. He also owns rental real estate, a business entity for tax/investment purposes, and is involved in tax preparation/accounting through Weber & Messick, P.A., dedicating a few hours per week to the latter.

Employment History
Current Registrations
LPL Financial LLC
May 2019 - Present · 7 yrs 2 mos
LPL Financial LLCBroker
May 2019 - Present · 7 yrs 2 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - May 2019 · 3 yrs 1 mo
NFP Advisor Services, LLC
February 2002 - September 2016 · 14 yrs 7 mos
Kestra Investment Services, LLCBroker
October 2001 - May 2019 · 17 yrs 7 mos
State Registrations3 states
DEFLMD
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.