Michael Geitner is a registered investment advisor at LPL Financial LLC, based in Napa, CA, with 17 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
513 Lincoln Avenue, Napa, CA, 94558
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates Vintage Wealth Advisors as a DBA for his LPL business and as a registered investment advisor DBA, dedicating nearly full-time hours to each. He also provides investment advisory services through Financial Advocates Investment Management, an independent investment advisor firm, spending nearly full-time hours on this activity as well.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
E*trade Securities LLCBroker
E*trade Capital Management, LLC
New England Securities Corporation
New England SecuritiesBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations3 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.