Michael Homer
Michael Homer is a registered investment advisor at LPL Financial LLC, based in Moses Lake, WA, 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
1010 S. Pioneer Way, Suite A, Moses Lake, WA, 98837
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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 involved in several business activities, including Integrity Wealth Advisors (DBA for LPL business), Financial Advocates Investment Management (providing investment advisory services), and Five27, Inc (business entity for tax, investment purposes). He also serves as a non-profit board member at Moses Lake Community Health Center and works as an agent for Exclusive Insurance Brokerage and Integrity Marketing, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
Waddell & Reed
Waddell & ReedBroker
State Registrations4 states
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