Michael Liang is a registered investment advisor at LPL Financial LLC, based in Irvine, CA, with 19 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
7700 Irvine Center Dr Ste 540, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns 20% of an LLC that owns 10% of raw land in Riverside, CA, but has zero involvement in the property. He also spends full-time at Liang & Quinley Wealth Management, Inc. and about a quarter of his time at Liang & Quinley Tax Management and Bruno Skorheim LLP doing tax preparation/accounting/CPA work.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations16 states
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