Michael Moore is a registered investment advisor at LPL Financial LLC, based in Shippenville, PA, with 11 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
10365 Us-322, Shippenville, PA, 16254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates Best Wealth Management and Watermark Wealth Strategies LLC as DBAs for his LPL business, dedicating full-time hours to Best Wealth Management and minimal time to Watermark. He also owns rental real estate, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations6 states
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