ML
ML
Michael Lonier
14 Years of Experience
Osprey, FL
Michael Lonier is a registered investment advisor at The Financial Preserve at Lonier Financial Advisory LLC, based in Osprey, FL, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 10 clients with $33M in assets under management.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$32.6M
Loading...
Location
Osprey, FL
Get directionsHistory
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 →Employment History
Current Registrations
The Financial Preserve at Lonier Financial Advisory LLC
January 2012 - Present · 14 yrs 4 mos
State Registrations1 state
FL
Advisor
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.