Michael Davell is a registered investment advisor at LPL Financial LLC, based in Hilliard, OH, with 13 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
Hilliard, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates his LPL business under the DBA Lightner & Davell Financial Group, dedicating full-time hours. He also works with Davell Wealth Management, spending full-time hours overall, with about a quarter of his time during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
L.M. Kohn & CompanyBroker
Invest Capital Partners
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations13 states
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.