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Michael Blanchard

14 Years of Experience
Roanoke, VA
1 DisclosureBrokerSells Insurance

Michael Blanchard is a registered investment advisor at LPL Financial LLC, based in Roanoke, VA, with 14 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3119 Chaparral Drive, Roanoke, VA, 24018

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2026
Denied
Other Business ActivitiesSells Insurance

Michael operates under the DBAs Valley Wealth Group (since 2015) and Blue Eagle Wealth Management (since 2021) for his LPL business. He also has a non-variable insurance business since 2012.

Employment History
Current Registrations
LPL Financial LLCBroker
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLC
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLC
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2017 - August 2021 · 3 yrs 10 mos
Cetera Advisor Networks LLCBroker
October 2017 - August 2021 · 3 yrs 10 mos
Investment Centers of America, INC.Broker
August 2016 - October 2017 · 1 yr 2 mos
Investment Centers of America, INC.
August 2016 - October 2017 · 1 yr 2 mos
LPL Financial LLC
October 2015 - September 2016 · 11 mos
LPL Financial LLCBroker
October 2015 - September 2016 · 11 mos
Investment Centers of America, INC.
April 2012 - October 2015 · 3 yrs 6 mos
Investment Centers of America, INC.Broker
January 2012 - October 2015 · 3 yrs 9 mos
State Registrations8 states
FLMONCNVOHPAVAWV
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.
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