Michael Mcmillan is a registered investment advisor at LPL Financial LLC, based in East Lansing, MI, with 10 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
311 Abbot Rd, East Lansing, MI, 48823
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates under the DBAs MSUFCU Financial Solutions, TrulyU Wealth Management and Investment Services, and TrulyU for his LPL business. He dedicates full-time hours to TrulyU Wealth Management and Investment Services and TrulyU, including 7 hours during trading.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Edward Jones
Edward JonesBroker
State Registrations21 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.