Michael Moran (CRD# 6538166) is an Investment Advisor Representative working at Lpl Financial LLC in Elizabethtown, PA and has over 8 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lancaster, PA | Mar 2019 - Current | 5 |
| Northwest Bank (formerly Union Community Bank) | Lancaster, PA | Aug 2015 - Current | 8 |
| Infinex Investments, Inc. | Meriden, CT | Dec 2016 - Apr 2019 | 2 |
| Cetera Advisor Networks LLC | El Segundo, CA | Aug 2015 - Dec 2016 | 1 |
| Unemployed | Mount Joy, PA | Jun 2015 - Aug 2015 | < 1 |
| Excess Reinsurance | Woodbury, NJ | Apr 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- PA
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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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