MG
MG

Michael Garrison

17 Years of Experience
Melbourne, FL
Broker

Michael Garrison is a registered investment advisor at LPL Financial LLC, based in Melbourne, FL, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

6767 N Wickham Rd Ste 400, Melbourne, FL, 32940

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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 Activities

Michael is involved with Advisory Investment Solutions, LLC for tax/investment purposes, dedicating nearly full-time hours per month. He also coaches high school baseball, spending about 10-20% of his time on this non-investment related activity.

Employment History
Current Registrations
LPL Financial LLC
July 2016 - Present · 10 yrs 2 mos
LPL Financial LLCBroker
July 2016 - Present · 10 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2008 - July 2016 · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - July 2016 · 7 yrs 9 mos
State Registrations14 states
ALCAFLINKYMINCNVPARISCTXVAWI
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.