Michael Carmichael
Michael Carmichael is a registered investment advisor at LPL Financial LLC, based in Logan, UT, 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
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
142 East Water Street, Logan, UT, 84321
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Regulatory History (1)
Customer Dispute
January 2024Other Business Activities
Michael owns rental real estate property through MEC 2009, LLC, dedicating minimal time. He also operates his LPL business through Carmichael Financial, LLC, spending more than full-time hours per month, including some time during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ing Financial Partners, INC
Locust Street Securities, INC.
Locust Street Securities, INC.Broker
State Registrations43 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.