Michael Rainbolt
Michael Rainbolt is a registered investment advisor at LPL Financial LLC, based in Edmond, OK, with 20 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2908 Via Esperanza, Edmond, OK, 73013
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2020Other Business ActivitiesSells Insurance
Michael is involved in several business activities, including DBAs for his LPL business, real estate rentals, and business entities for tax/investment purposes. He also engages in non-variable insurance activities through Pickett Group and CWA Brokerage.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations30 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.
Exams
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