Michelle Pearson
Michelle Pearson is a registered investment advisor at LPL Financial LLC, based in Cheyenne, WY, with 16 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
2319 Pioneer Ave, Cheyenne, WY, 82001
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2014Other Business Activities
Michelle operates her LPL business through Wealth Management Group, LLC. This activity is investment-related and takes nearly all of Michelle's time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward JonesBroker
Edward Jones
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Princor Financial Services CorporationBroker
State Registrations5 states
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.