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CFP
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CFP

Michelle Milliken

LPL Financial LLC
12 Years of Experience
Crystal Lake, IL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Michelle Milliken is a CFP-designated registered investment advisor at LPL Financial LLC, based in Crystal Lake, IL, with 12 years of industry experience. Michelle 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

390 E Congress Pkwy Ste 390-E, Crystal Lake, IL, 60014

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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

Michelle operates under multiple DBAs for her LPL business, Dorion-Gray Retirement Planning, PWA, and Professional Wealth Advisors. She is also a writing agent for National Life Insurance Group, spending minimal time on non-variable insurance sales, and a notary public for Cook County, IL, also spending minimal time.

Employment History
Current Registrations
LPL Financial LLC
May 2019 - Present · 7 yrs 5 mos
LPL Financial LLCBroker
May 2019 - Present · 7 yrs 5 mos
LPL Financial LLC
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
Securities America Advisors, INC.
September 2017 - June 2019 · 1 yr 9 mos
Securities America, INC.Broker
June 2017 - June 2019 · 2 yrs
National Planning CorporationBroker
December 2010 - August 2011 · 8 mos
Lincoln Financial Advisors Corporation
August 2010 - October 2010 · 2 mos
Lincoln Financial Advisors CorporationBroker
July 2008 - October 2010 · 2 yrs 3 mos
State Registrations21 states
AZCACODCFLGAHIIAILINKYLAMIMNMONMORTXVAWAWI
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.
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