Michael Colvin
Michael Colvin is a registered investment advisor at LPL Financial LLC, based in Vancouver, WA, with 24 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Vancouver, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2010Other Business Activities
Michael works as a public address announcer for sports, dedicating minimal time. He also operates Indigo Wealth Management as a DBA for his LPL business and provides investment advisory services through Financial Advocates Investment Management, spending nearly full-time on these investment-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations7 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.
Exams
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