MA
MA

Michael Aquino

19 Years of Experience
Nashua, NH
BrokerSells Insurance

Michael Aquino is a registered investment advisor at LPL Financial LLC, based in Nashua, NH, 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
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.

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Location

34 Broad Street, Nashua, NH, 03064

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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.

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Other Business ActivitiesSells Insurance

Michael sells life, health, disability, long-term care, and fixed annuity insurance products as a broker, dedicating about 10% of his time to this activity. He also works as a notary public, spending minimal time and not charging for services.

Employment History
Current Registrations
LPL Financial LLC
March 2013 - Present · 13 yrs 6 mos
LPL Financial LLCBroker
March 2008 - Present · 18 yrs 6 mos
Previous Registrations
Broad Street Planning, LLC
May 2019 - November 2024 · 5 yrs 6 mos
MML Investors Services, INC.Broker
July 2006 - March 2008 · 1 yr 8 mos
State Registrations35 states
ALARAZCACOCTDCDEFLGAILINKSKYMAMDMEMIMTNCNENHNJNVNYOHOKPARISCTXUTVAVTWA
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 Aquino - Financial Advisor | TrueAdvisor