Michael Huerta
Michael Huerta is a registered investment advisor at LPL Financial LLC, based in Centerville, UT, with 12 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
298 N. Market Place Dr., Centerville, UT, 84014-1752
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Regulatory History
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 ActivitiesSells Insurance
Michael owns Oh Snap! Photography, a portrait and event photography business, dedicating minimal time. He also sells fixed annuities, life insurance, and Medicare through Mountain America Insurance Services, spending about 10-20% of his time on this. Finally, he works with Mountain America Investment Services as a DBA for LPL business, dedicating about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations9 states
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