Michael Danjczek
Michael Danjczek is a registered investment advisor at LPL Financial LLC, based in Berryville, VA, 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
30 W. Main Street, Berryville, VA, 22611
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Regulatory History
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 his LPL business under the DBA First Light Financial and provides investment advisory services through Great Valley Advisor Group, Inc., dedicating full-time hours to the latter. He also sells fixed insurance products, including fixed indexed annuities, fixed life insurance, and long-term care insurance, and owns a coaching business, each taking a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Madison Avenue Securities, LLCBroker
Brighter Financial Capital Management, LLC
Kalos Capital, INC.Broker
Kalos Management
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations18 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.