Michael Eckholdt is a registered investment advisor at LPL Financial LLC, based in Franklin, TN, with 18 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
1207 Liberty Pike, Franklin, TN, 37067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates Providence Financial Solutions as a DBA for his LPL business, dedicating nearly full-time hours to it. He also works as an Enrolled Agent providing tax preparation and accounting services, spending a few hours per week, and operates Liberty Wealth Services as another DBA for his LPL business, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward JonesBroker
Edward Jones
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Waddell & ReedBroker
Waddell & Reed
Bbva Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
Wells Fargo Advisors, LLCBroker
State Registrations10 states
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