Michael Shalhoub is a registered investment advisor at LPL Financial LLC, based in Oxnard, CA, 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
300 E Esplanade Dr. 9th Floor, Oxnard, CA, 93036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates Shalhoub Financial as a DBA for his LPL business since 2017. He spends about a quarter of his time on this, with 35 hours dedicated to securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 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.