Lpl Financial LLC
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About this Advisor
Michael Preisz is a certified financial planner in Portland, Oregon. Currently a registered advisor with Lpl Financial LLC, Preisz has a notable 27 years of experience as a financial advisor. Preisz holds a Series 63 license, certifying the advisor as a securities broker. Preisz is able to advise investors based out of Maine. Their career trajectory has included roles at Lpl Financial, LLC, Self Employed / Preisz Associates and Mutual Service Corporation. Lpl Financial LLC is headquartered in Portland, Oregon, and has 8,011 other brick-and-mortar locations throughout the United States. Overall, Lpl Financial LLC manages $153 billion in assets dispersed across 680,466 accounts and employs more than 22,703 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the nation. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Lpl Financial LLC offers 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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 Preisz Work History
Michael has 27 years of experience.
Lpl Financial, LLC
Mutual Service Corporation
Self Employed / Preisz Associates
Michael Preisz has disclosures.
Please visit their SEC profile for more details.