Michael Morgan
Michael Morgan is a registered investment advisor at LPL Financial LLC, based in Sherman, TX, 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
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
Sherman, TX
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2018Other Business ActivitiesSells Insurance
Michael has several DBAs for his LPL business and provides investment advisory services through Strategic Retirement Partners (until 6/2024), spending nearly full-time on this activity. He also works as a consultant for Alphasights, providing information about the retirement industry, and sells non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
Wellth Advisory Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Global Retirement Partners LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 states
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