Michael Moore is a registered investment advisor at LPL Financial LLC, based in Westerville, OH, with 14 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
575 Copeland Mill Rd. Suite 2E, Westerville, OH, 43081
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is involved with KJMJ Wealth Management, LLC and RWM Wealth Advisors as DBAs for his LPL business, dedicating nearly full-time to KJMJ Wealth Management, LLC and about 10-20% of his time to RWM Wealth Advisors. He also has a business entity for tax/investment purposes, KJMJ Wealth Management, dedicating nearly full-time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 states
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