Michael Sutherland
Michael Sutherland is a CFP-designated registered investment advisor at LPL Financial LLC, based in Sun Valley, CA, with 23 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
9116 Sunland Blvd Ste 102, Sun Valley, CA, 91352
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Michael is the president of Sutherland Campbell Tax & Financial Services Inc., a DBA for his LPL business, and also provides tax preparation services. He is also an insurance agent selling non-variable insurance and acts as a trustee and POA for the Sutherland Family Trust, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations17 states
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