MS
MS

Michael Sisco

21 Years of Experience
Cuero, TX
BrokerSells Insurance

Michael Sisco is a registered investment advisor at LPL Financial LLC, based in Cuero, TX, 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

118 E Main St, Cuero, TX, 77954

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 ActivitiesSells Insurance

Michael operates under the DBA Paradigm Wealth Partners, LLC for his LPL business and non-variable insurance activities. He also owns Sisco Holdings LLC, a real estate rental business, and Sisco Support Services, a business entity for tax/investment purposes, dedicating minimal time and full-time respectively. Additionally, Michael co-hosts "The Lists Podcast", spending about 10-20% of his time on it.

Employment History
Current Registrations
LPL Financial LLCBroker
January 2020 - Present · 6 yrs 6 mos
LPL Financial LLC
January 2020 - Present · 6 yrs 6 mos
Previous Registrations
Sagepoint Financial, INC.
November 2011 - January 2020 · 8 yrs 2 mos
Sagepoint Financial, INC.Broker
November 2011 - January 2020 · 8 yrs 2 mos
Cambridge Investment Research, INC.Broker
September 2007 - December 2011 · 4 yrs 3 mos
Cambridge Investment Research Advisors, INC.
September 2007 - December 2011 · 4 yrs 3 mos
Berthel Fisher & Company Financial Services, INC.
October 2006 - August 2007 · 10 mos
Berthel, Fisher & Company Financial Services, INC.Broker
October 2006 - August 2007 · 10 mos
Cambridge Investment Research Advisors, INC.
July 2005 - October 2006 · 1 yr 3 mos
Cambridge Investment Research, INC.Broker
October 2004 - October 2006 · 2 yrs
State Registrations35 states
AKALARAZCACOFLGAHIIAIDILKSLAMDMNMOMSNCNDNENHNMNVNYOHORPASCSDTNTXUTWAWI
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 Sisco - Financial Advisor | TrueAdvisor