MS
MS

Michael Sansone

14 Years of Experience
Moline, IL
Broker

Michael Sansone is a registered investment advisor at LPL Financial LLC, based in Moline, IL, 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
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.

Loading...

Location

3950 38th Avenue, Moline, IL, 61265

Get directions

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.

Learn about disclosures →
Other Business Activities

Michael operates under two DBAs for his LPL business: DECU Investment & Retirement Services and Empeople Investment & Retirement Services. These investment-related activities take up nearly all of Michael's time.

Employment History
Current Registrations
LPL Financial LLC
February 2023 - Present · 3 yrs 3 mos
LPL Financial LLCBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Morgan Stanley
February 2019 - February 2023 · 4 yrs
Morgan StanleyBroker
January 2019 - February 2023 · 4 yrs 1 mo
Country Capital Management CompanyBroker
September 2011 - November 2018 · 7 yrs 2 mos
State Registrations26 states
ALAZCACOFLIAILINKSKYMEMIMOMTNCNDNENJNVNYOHOKTXVAWAWI
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.
Michael Sansone - Financial Advisor | TrueAdvisor