Michael
Kostich
Lpl Financial LLC
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About this Advisor
Michael Kostich is a financial advisor based in Pinehurst, North Carolina, working with Lpl Financial LLC. Michael has previously held positions at Parker Lane LLC, Lpl Financial, LLC, Kostich & Associates Pc Cpas, H.D. Vest Investment Services, and H.D. Vest Advisory Services. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Michael is part of Lpl Financial LLC, which operates out of Pinehurst, North Carolina. 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 Kostich Work History
Lpl Financial, LLC
Parker Lane LLC
H.D. Vest Advisory Services
H.D. Vest Investment Services
Kostich & Associates Pc Cpas
Disclosures
Please visit the SEC profile of Michael Kostich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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