Michael
Milton
Lpl Financial LLC
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About this Advisor
Michael Milton is a financial advisor based in Fremont, California, working with Lpl Financial LLC. Michael has previously held positions at Wells Fargo Bank, N.A, Wells Fargo Advisors LLC, Fremont Bank, Sorrento Pacific Financial, LLC, and Lpl Financial, LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Michael is part of Lpl Financial LLC, which operates out of Fremont, California. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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 Milton Work History
Lpl Financial, LLC
Fremont Bank
Sorrento Pacific Financial, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank. N. A
Disclosures
Please visit the SEC profile of Michael Milton 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
Las Vegas, NV
Lebanon, OH
Fort Mill, SC
Metairie, LA
Fresno, CA
Fort Mill, SC
Las Vegas, NV
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