Michael Granica
Michael Granica is a CFP-designated registered investment advisor at LPL Financial LLC, based in Williamsville, NY, with 15 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
5930 Main Street Suite 400, Williamsville, NY, 14221
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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 is an insurance agent selling fixed annuities, life/health, and long-term care insurance, dedicating nearly full-time hours to this. He also owns a CPA/accounting services/tax preparation business, also dedicating nearly full-time hours, and works as a contractor for The Getzoni Agency, Inc. providing personal lines customer service, dedicating nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Nationwide Securities, LLCBroker
MML Investors Services, LLCBroker
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
State Registrations2 states
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