Michelle ProkCRD Number: 2978589
Current Firm: Lpl Financial LLC
Michelle Prok (CRD# 2978589) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, NY and has over 19 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Linsco/private Ledger Corp.||Rochester, NY||May 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S66||NASAA Uniform Combined State Law Examination||Apr 2003|
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