Carmela Michaels, financial advisor Manchester Township NJ

Carmela Michaels

CRD Number: 1343899
Current Firm: Lpl Financial LLC

Carmela Michaels (CRD# 1343899) is an Investment Advisor Representative working at Lpl Financial LLC in Manchester Township, NJ and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Manchester, NJ Feb 2023 - Current 1
Santander Securities, LLC Dorchester, MA Jan 2023 - Feb 2023 < 1
Santander Bank, Na Boston, MA Oct 1999 - Feb 2023 23
Santander Securities, LLC Dorchester, MA Sep 2012 - Jan 2023 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1985
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for Carmela P. Michaels
Phone Number: 704-733-3300
Registered State(s):
  • NJ
  • 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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