Lpl Financial LLC
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About this Advisor
Michael Zoli is a certified financial planner who works out of Manlius, New York with 2 years of relevant experience. Zoli works at Lpl Financial LLC. Over the course of their career, they have held roles at Invest Financial Corp and Lpl Financial LLC. Zoli holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New York. Lpl Financial LLC is a company headquartered in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 advisors. It controls $368 billion in assets under management among its 1,688,501 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm provides 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. Financial advisory fee schedules typically vary depending on which service is provided. Fee types charged by Lpl Financial LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lpl Financial LLC Brokerage Details
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
Michael Zoli Work History
Michael has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Invest Financial Corp
*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.
Please visit the SEC profile of Michael Zoli 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
Arlington Heights, IL
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 email@example.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.