Matthew MichaelCRD Number: 5382739
Current Firm: Lpl Financial LLC
Matthew Michael (CRD# 5382739) is an Investment Advisor Representative working at Lpl Financial LLC in Phoenix, AZ and has over 15 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Aegis Wealth Partners, LLC
|Lpl Financial, LLC||Phoenix, AZ||Feb 2009 - Current||13|
|Unified Wealth Management, LLC||Scottsdale, AZ||Jul 2008 - Aug 2020||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- 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, WY
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