Michael
Zeller

Lpl Financial LLC

CRD#4291251
Investment Advisor
in Orlando, FL

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About this Advisor

Michael Zeller is a financial advisor based in Orlando, Florida, working with Lpl Financial LLC. Michael has previously held positions at Lpl Financial LLC, Us Health Advisors, Aflac, Space Coast Credit Union, Pruco Securities LLC, Scottrade, Inc, Operation Restoration, Ttec, Working Solutions, and First Florida Credit Union. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Michael is part of Lpl Financial LLC, which operates out of Orlando, Florida. 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

Series 63, Series 66

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

3724 Edgewater Dr.
Orlando, FL 32804

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

FL Average: 13
Total Number of Accounts

1,910,545

FL Average: 661
Average Account Size

$242,588

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 Zeller Work History

2020 - Present (4 years)

Lpl Financial LLC

2020 - Present (4 years)

First Florida Credit Union

2020 - 2020 (< 1 year)

Pruco Securities LLC

2020 - 2020 (< 1 year)

Operation Restoration

2020 - 2020 (< 1 year)

Ttec

2020 - 2020 (< 1 year)

Working Solutions

2018 - 2019 (1 year)

Lpl Financial LLC

2018 - 2018 (< 1 year)

Aflac

2018 - 2019 (1 year)

Space Coast Credit Union

2017 - 2017 (< 1 year)

Us Health Advisors

2006 - 2016 (10 years)

Scottrade, Inc

Disclosures

Please visit the SEC profile of Michael Zeller 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
Steven Cairns
Fort Mill, SC
Molly Miller
La Mesa, CA
Mitchell Hesen
Woodland Hills, CA
Darrin Bollenbacher
Lebanon, OH
Michael Binz
Lexington, KY
Michael Raymond
North Haven, CT
Stanley Tzikas
Fairfield, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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