MA
MA

Michael Argenbright

24 Years of Experience
Altamonte Springs, FL
3 DisclosuresBroker

Michael Argenbright is a registered investment advisor at LPL Financial LLC, based in Altamonte Springs, FL, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

215 N Westmonte Drive, Altamonte Springs, FL, 32714

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2016
Denied
Customer Dispute
October 2015
Denied
Customer Dispute
May 2004
Settled
Other Business Activities

Michael operates Synergy Wealth Alliance as a DBA for his LPL business. He is also a business owner of Jacobs Plantation, LLC.

Employment History
Current Registrations
LPL Financial LLC
October 2022 - Present · 4 yrs 1 mo
LPL Financial LLCBroker
October 2022 - Present · 4 yrs 1 mo
Previous Registrations
Fifth Third Securities, INC.
September 2015 - October 2022 · 7 yrs 1 mo
Fifth Third Securities, INC.Broker
September 2015 - October 2022 · 7 yrs 1 mo
Suntrust Investment Services, INC.
November 2008 - September 2015 · 6 yrs 10 mos
Suntrust Investment Services, INC.Broker
November 2008 - September 2015 · 6 yrs 10 mos
Wachovia Securities, LLC
January 2008 - November 2008 · 10 mos
Wachovia Securities, LLCBroker
January 2008 - November 2008 · 10 mos
A. G. Edwards & Sons, INC.
October 2003 - January 2008 · 4 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
August 2003 - January 2008 · 4 yrs 5 mos
Sigma Financial CorporationBroker
June 2002 - August 2003 · 1 yr 2 mos
State Registrations3 states
FLGASC
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.
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