Michael Agriesti (CRD# 3165835) is an Investment Advisor Representative working at Lpl Financial LLC in Columbus, OH and has over 19 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gladstone Wealth Partners | Columbus, OH | Aug 2021 - Current | 2 |
| Lpl Financial. LLC | Columbus, OH | Aug 2021 - Current | 2 |
| Lincoln National Life | Columbus, OH | May 2001 - Aug 2021 | 20 |
| Lincoln Financial Advisors | Columbus, OH | May 2001 - Aug 2021 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management368,019MILLIONS
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Total Number of Accounts1,688,501ACCOUNTS
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Average Account Value$217,956
- 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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