Michael
Varon

Lpl Financial LLC

CRD#7129302
Investment Advisor
in Tampa, FL

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About this Advisor

Michael Varon is a financial advisor based in Tampa, Florida with 1 year of relevant experience. Varon is an advisor for Lpl Financial LLC. The advisor has gained experience at Florida Financial Advisors, University Of Central Florida, All American Youth Activities, The Roaming Gourmand Food Truck, Chamberlain Senior High School, Cuna Brokerage Services, Inc, Suncoast Credit Union, Trinity Wealth Securities, L.L.C and Lpl Financial LLC. Varon maintains a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Florida. Lpl Financial LLC is an advisory company based out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 people on staff. It administers $368 billion in assets between its 1,688,501 client accounts, placing it among the biggest 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 clients who have more than $1 million in investable assets. The company offers a number 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. A financial advisor's fee schedules usually are based on which services are offered. However, fees charged by Lpl Financial LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

6536 E Hillsborough Ave
Tampa, FL 33610

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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

Michael Varon Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial LLC

2020 - Present (4 years)

Cuna Brokerage Services, Inc

2020 - Present (4 years)

Suncoast Credit Union

2019 - 2019 (< 1 year)

Florida Financial Advisors

2019 - 2019 (< 1 year)

Trinity Wealth Securities, L.L.C

2015 - 2019 (4 years)

University Of Central Florida

2014 - 2015 (1 year)

The Roaming Gourmand Food Truck

2013 - 2015 (2 years)

All American Youth Activities

2011 - 2015 (4 years)

Chamberlain Senior High School

*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 Varon 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
Alison Sabran
Torrance, CA
Michael Evans
Westerville, OH
Kelsey Odey
Denver, CO
Andrew Gaber
Parker, CO
Daniel Doughty
Houston, TX
Kyle Paterik
Los Angeles, CA
Michael Cosenza
Worcester, 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.

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