Michael
Walters
Lpl Financial LLC
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About this Advisor
Michael Walters is a financial advisor based in Portage, Michigan, working with Lpl Financial LLC. Michael has previously held positions at National Planning Corporation, First Allied Securities, Inc, First Allied Advisory Services, Inc, and Lpl Financial LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan and Texas. Currently, Michael is part of Lpl Financial LLC, which operates out of Portage, Michigan. 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 Walters Work History
Lpl Financial LLC
First Allied Securities, Inc
First Allied Advisory Services, Inc
National Planning Corporation
Disclosures
Please visit the SEC profile of Michael Walters 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
Fort Mill, SC
Cohasset, MA
Metairie, LA
Dublin, CA
South Portland, ME
San Antonio, TX
Austin, TX
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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.
