Michael McIntoshCRD Number: 5373142
Current Firm: Lpl Financial LLC
Michael McIntosh (CRD# 5373142) is an Investment Advisor Representative working at Lpl Financial LLC in Huntington Beach, CA and has over 10 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
|Lpl Financial, LLC||Huntington Beach, CA||Nov 2013 - Current||4|
|Northwestern Mutual Investment Services, LLC||Englewood, CO||Nov 2010 - Nov 2013||3|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jul 2007 - Nov 2013||6|
|Northwestern Mutual Investment Services, LLC||Englewood, CO||Jul 2007 - Nov 2013||6|
|First Step, LLC||Castle Rock, CO||Oct 2006 - Dec 2009||3|
|Circuit City||Aurora, CO||Jan 2007 - Jul 2007||< 1|
|International Profit Associates||Buffalo Grove, IL||Aug 2006 - Sep 2006||< 1|
|Office Max||Greenwood Village, CO||Jan 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S66||NASAA Uniform Combined State Law Examination||Nov 2010|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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