Michael Calkins
Michael Calkins is a registered investment advisor at LPL Financial LLC, based in Laguna Hills, CA, with 17 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
23101 Moulton Parkway, Suite 108, Laguna Hills, CA, 92653-1234
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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 coaches for South Mission Viejo Little League, dedicating about 10-20% of his time. He also works with Laguna Financial Advisors selling non-variable insurance (a few hours per week) and provides investment advisory services through Laguna Financial Advisory (nearly full-time).
Employment History
Current Registrations
LPL Financial LLCBroker
Laguna Financial Advisory
Previous Registrations
Grove Point Investments, LLCBroker
H. Beck, INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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.