Michael
Chong
Lpl Financial LLC
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About this Advisor
Michael Chong is a certified financial planner operating out of Concord, California, with a total of 2 years of relevant experience. Chong is an employee of Lpl Financial LLC. Their career trajectory has included roles at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Inc, Michael Chavez Center/Monument Community Partnership, International Christian Fellowship, Michael Chong, Monument Impact, Diablo Divorce, Ameritas Life Insurance/Union Central, Big King Inc, Contra Costa Christian Schools and Lpl Financial LLC. Chong has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Maryland, Missouri, Montana, Nevada, New Jersey, Texas, Virginia and Washington. Lpl Financial LLC is a registered investment business operating out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 advisors. It oversees $368 billion in assets among its 1,688,501 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 accounts, 31% belong to high-net-worth individuals who have at least $1 million in assets. The company performs a number of services, such as 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. Fees for financial management typically are based on the type of services offered. However, fees billed by Lpl Financial LLC can be comprised of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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 Chong Work History
Michael has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Contra Costa Christian Schools
Big King Inc
Diablo Divorce
Ameritas Life Insurance/Union Central
Monument Impact
Michael Chong
Michael Chavez Center/Monument Community Partnership
International Christian Fellowship
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Chong to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Charlestown, MA
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
