Michael Lapshin, financial advisor Palm Coast FL

Michael Lapshin

CRD Number: 6354780
Current Firm: Edward Jones

Michael Lapshin (CRD# 6354780) is an Investment Advisor Representative working at Edward Jones in Palm Coast, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Jan 2016 - Current 8
Self Employed Jacksonville, FL Apr 2014 - Current 9
University Of North Florida Jacksonville, FL Aug 2012 - Feb 2016 3
Saint Johns County School District Jacksonville, FL Jan 2015 - May 2015 < 1
Raymond James Jacksonville, FL Jun 2014 - May 2015 < 1
Carmax Jacksonville, FL Jul 2013 - Feb 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2016
Contact Info for Michael A. Lapshin
Phone Number: 314-515-2000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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