MG
CFP
MG
CFP

Michael Gill

22 Years of Experience
Monroe, CT
Broker

Michael Gill is a CFP-designated registered investment advisor at LPL Financial LLC, based in Monroe, CT, with 22 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.

Loading...

Location

Monroe, CT

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
LPL Financial LLC
January 2024 - Present · 2 yrs 6 mos
LPL Financial LLC
January 2024 - Present · 2 yrs 6 mos
LPL Financial LLCBroker
January 2024 - Present · 2 yrs 6 mos
Previous Registrations
Osaic Wealth, INC.
October 2023 - December 2023 · 2 mos
Osaic Wealth, INC.Broker
October 2023 - December 2023 · 2 mos
LPL Financial LLC
February 2021 - October 2023 · 2 yrs 8 mos
LPL Financial LLCBroker
February 2021 - October 2023 · 2 yrs 8 mos
National Asset Management, INC.
January 2019 - February 2021 · 2 yrs 1 mo
National Securities CorporationBroker
January 2019 - February 2021 · 2 yrs 1 mo
United Advisors Services, LLC
April 2018 - December 2018 · 8 mos
FsicBroker
April 2018 - December 2018 · 8 mos
United Advisors
November 2012 - January 2019 · 6 yrs 2 mos
Securities America, INC.Broker
October 2012 - April 2018 · 5 yrs 6 mos
Genworth Financial Advisers Corporation
January 2007 - October 2012 · 5 yrs 9 mos
Genworth Financial Securities CorporationBroker
January 2007 - October 2012 · 5 yrs 9 mos
Touchstone Advisors INC
December 2005 - December 2006 · 1 yr
Touchstone Securities, INC.Broker
September 2004 - December 2006 · 2 yrs 3 mos
Metlife Securities INC.
November 2002 - June 2003 · 7 mos
Metlife Securities INC.Broker
November 2002 - June 2003 · 7 mos
Metropolitan Life Insurance CompanyBroker
November 2002 - June 2003 · 7 mos
Waddell & Reed, INC.
July 2002 - October 2002 · 3 mos
Waddell & Reed, INC.Broker
June 2002 - October 2002 · 4 mos
State Registrations2 states
CTSC
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.