Michael Petrovits, financial advisor Fort Mill SC
93 score

Michael Petrovits

CRD Number: 5628010
Current Firm: Lpl Financial LLC

Michael Petrovits (CRD# 5628010) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Fort Mill, SC Feb 2018 - Current < 1
Unemployed Chicago, IL Oct 2017 - Jan 2018 < 1
Altman Advisors Chicago, IL Dec 2016 - Sep 2017 < 1
Purshe Kaplan Sterling Investments Albany, NY Mar 2017 - Jun 2017 < 1
Oppenheimer & Company Inc. Chicago, IL Jan 2014 - Nov 2016 2
Regal Securities Glenview, IL Mar 2011 - Jan 2014 2
Hawkinson Nissan Matteson, IL Jan 2011 - Mar 2011 < 1
Thomas Nissan Joliet, IL Dec 2010 - Jan 2011 < 1
Various Insurance Carriers For W&r Insurance Agencies Manhattan, KS Jun 2010 - Dec 2010 < 1
Waddell & Reed, Inc. Manhattan, KS Mar 2010 - Dec 2010 < 1
Sabatka & Company Manhattan, KS Dec 2008 - Jun 2010 1
Gas 4 Less Manhattan, KS Jul 2007 - Dec 2008 1
Wal-mart Manhattan, KS May 2008 - Nov 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for Michael J. Petrovits
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • IL
  • TX
  • SC
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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