Michael Branthover (CRD# 6319383) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MD and has over 8 years of experience in the finance industry. Michael Branthover has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Columbia, MD | Jan 2016 - Current | 8 |
| Hergenroeder Financial Advisors, Inc. | Timonium, MD | Jan 2016 - Mar 2020 | 4 |
| Lpl Financial, LLC | Timonium, MD | Sep 2015 - Jan 2016 | < 1 |
| Hergenroeder Financial Advisors, Inc. | Timonium, MD | Jun 2015 - Jan 2016 | < 1 |
| Verity Asset Management | Blacksburg, VA | Jan 2015 - May 2015 | < 1 |
| Virginia Polytechnic Institute And State University | Blacksburg, VA | Jul 2011 - May 2015 | 3 |
| Lincoln Financial Group | Rockville, MD | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- MD
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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