Kevin
Mcmichael

Lpl Financial LLC

CRD#2320264
Investment Advisor
in Fort Myers, FL

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About this Advisor

Kevin Mcmichael is a financial advisor based out of Fort Myers, Florida with 3 years of industry experience. Mcmichael works at Lpl Financial LLC. Mcmichael has gained experience at Worden And Associates Pa Cpa Firm, Avantax Investment Services, Avantax Advisory Services and Lpl Financial LLC. Mcmichael holds a Series 63 license, qualifying them as a securities agent, and is approved to work in Florida. Lpl Financial LLC is a business based 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 total assets across its 1,688,501 client accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets. The firm 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 advisory services largely are based on which services the firm provides the client. However, fees charged by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

3 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

Office Location

9681 Gladiolus Dr Ste 101
Fort Myers, FL 33908

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

FL Average: 13
Total Number of Accounts

1,688,501

FL Average: 661
Average Account Size

$217,956

FL Average: $977,396

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

Kevin Mcmichael Work History

Kevin has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial LLC

1993 - Present (31 years)

Worden And Associates Pa Cpa Firm

1997 - 2020 (23 years)

Avantax Advisory Services

1996 - 2020 (24 years)

Avantax Investment Services

*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 Kevin Mcmichael 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

Eric Matthews
Fort Mill, SC
John Neuenswander
Salt Lake City, UT
Brad Gauldin
Hanover, PA
Jason Strandberg
Fort Madison, IA
Barbara Ginty
Kingston, NY
Gianni Dinello
Pittsburgh, PA
Gregory Osborn
North Reading, MA
Joseph Mastroianni
Venice, FL

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.

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