Michael Boss, financial advisor Shelby NE

Michael Boss

CRD Number: 4746157
Current Firm: Lpl Financial LLC

Michael Boss (CRD# 4746157) is an Investment Advisor Representative working at Lpl Financial LLC in Shelby, NE and has over 20 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial, LLC Shelby, NE Apr 2011 - Current 12
Self-employed (no Official Name To Farming Operation) Shelby, NE Jan 1975 - Current 49
Independent Financial Partners Shelby, NE Jun 2011 - Jul 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2004
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Michael S. Boss
Phone Number: 704-733-3300
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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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