Michael Levingston
Michael Levingston is a registered investment advisor at LPL Financial LLC, based in Wimberley, TX, with 23 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
14201 Ranch Rd 12, Suite 3, Wimberley, TX, 78676
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2011Other Business Activities
Michael operates under the DBA Levingston and Gilbreath Wealth Management for his LPL business. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Wunderlich Securities, INC.Broker
Wunderlich Securities, INC.
Riverstone Wealth Management
Riverstone Wealth Management, INC.Broker
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations8 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.
Exams
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