Michael TannerCRD Number: 3072628
Current Firm: Lpl Financial LLC
Michael Tanner (CRD# 3072628) is an Investment Advisor Representative working at Lpl Financial LLC in Winter Haven, FL and has over 19 years of experience in the finance industry.
Allen & Company Of Florida, Inc.
Suntrust Investment Services, Inc.
Nbc Securities, Inc.
|Lpl Financial LLC||Winter Haven, FL||Jul 2009 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Lakeland, FL||Jun 1998 - Jun 2009||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 1998|
- Financial Issue
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
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