Michael Livingston
Michael Livingston is a registered investment advisor at LPL Financial LLC, based in Owings Mills, MD, 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
300 Redland Court Ste 304, Owings Mills, MD, 21117
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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 an insurance agent selling life, long-term care, and fixed annuities, dedicating about 10-20% of his time. He also has several business entities, including GL&ML LLC, MD Livingston Sole Prop, Livingston Tax Solutions, and Livingston Financial Group, some of which are related to his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Intersecurities, INC.
Intersecurities, INC.Broker
State Registrations48 states
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