MM
MM

Michael Massey

21 Years of Experience
Golden, CO
Broker

Michael Massey is a registered investment advisor at LPL Financial LLC, based in Golden, CO, with 21 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

14143 Denver West Pkwy, Suite 450, Golden, CO, 80401

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 →
Other Business Activities

Michael is involved with Western Wealth Management, LLC as a DBA for LPL business and as a Registered Investment Advisor. He dedicates full-time hours to these investment-related activities.

Employment History
Current Registrations
LPL Financial LLC
February 2020 - Present · 6 yrs 3 mos
Western Wealth Management LLC
February 2020 - Present · 6 yrs 3 mos
LPL Financial LLCBroker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Edward Jones
February 2007 - February 2020 · 13 yrs
Edward JonesBroker
March 2004 - February 2020 · 15 yrs 11 mos
State Registrations17 states
CACODCINMEMIMSNCNVNYOHORTXUTWAWIWY
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.
Michael Massey - Financial Advisor | TrueAdvisor