Michael Lemay
Michael Lemay is a registered investment advisor at LPL Financial LLC, based in Worcester, MA, 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
324 Grove Street, 2nd Floor, Worcester, MA, 01605
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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 PWMG 401(k) Advisors, PWMG, LLC, and Paramount Wealth Management Group as DBAs for his LPL business. He also sells fixed life, health, disability, long-term care, property and casualty insurance, and fixed annuities, dedicating minimal time to this activity outside of securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Wealth Management Group LLC
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
State Registrations10 states
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