Michael
Segars

Lpl Financial LLC

CRD#3158193
Investment Advisor
in Madison, AL

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About this Advisor

Michael Segars is a financial advisor who works out of Madison, Alabama, who has been in the financial industry for 15 years. Segars currently works for Lpl Financial LLC. They have spent the entirety of their employment at Lpl Financial Llc. Segars holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Alabama, Texas and Virginia. Lpl Financial LLC is a company headquartered in Madison, Alabama. The firm has offices in 9,519 locations and a total of 23,035 advisors. It manages $208 billion in total assets between its 892,326 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 1,956 charities and foundations. Of its 892,326 client accounts, 28% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Lpl Financial LLC offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules are based on which services are provided. However, fees billed by Lpl Financial LLC most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

303 Williams Ave Ste 129 Cpa
Madison, AL 35758

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

AL Average: $646,059,043
Total Number of Employees

23,035

AL Average: 13
Total Number of Accounts

892,326

AL Average: 661
Average Account Size

$232,867

AL Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Michael Segars Work History

Michael has 15 years of experience.

2005 - Present (16 years)

Lpl Financial LLC

Disclosures

Michael Segars has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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