Michael
Cutler

Lpl Financial LLC

CRD#3026288
Investment Advisor
in San Diego, CA

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About this Advisor

Michael Cutler is a financial advisor working in San Diego, California, who has 10 years of experience as a financial advisor. Cutler is on the advisory team at Lpl Financial LLC. They have spent their complete career at Lpl Financial Llc. Cutler has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to work in California and Texas. Lpl Financial LLC is an advisory business based in San Diego, California. The investment advisory business has offices in 9,519 locations and a total of 23,035 employees. It handles $208 billion in assets under management among its 892,326 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 1,956 charities and foundations. Of its 892,326 customer accounts, 28% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Lpl Financial LLC offers a wide array 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. Fees charged by financial advisors depend on which services are offered. Fee types billed by Lpl Financial LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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

4707 Executive Dr
San Diego, CA 92121-3091

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

CA Average: 13
Total Number of Accounts

892,326

CA Average: 661
Average Account Size

$232,867

CA 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 Cutler Work History

Michael has 10 years of experience.

2010 - Present (12 years)

Lpl Financial

Disclosures

Michael Cutler has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Benjamin Giese
Altavista, VA
Brian Mcmillin
Roseau, MN
Ernest Escobar
Mahwah, NJ
Richard Hill
Raleigh, NC
Claiborne Lagrone
Ocean Springs, MS
Carole Sarson
Washington, NJ
Diana Sparks Mickey
Rochester, NY

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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