Michael
Speakman

Lpl Financial LLC

CRD#5743196
Investment Advisor
in Pittsburgh, PA
Are you Michael Speakman? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Speakman is a certified financial planner based out of Pittsburgh, Pennsylvania, who has been in the industry for 10 years. Speakman is currently employed by Lpl Financial LLC. Throughout their career, Speakman has worked at The Vanguard Group, Inc, The Speakman Financial Group, The Pennsylvania State University, Lpl Financial LLC and National Planning Corporation. Speakman has a Series 63 license, designating them as a securities broker, and can operate in Pennsylvania. Lpl Financial LLC is a financial advisory business that has its headquarters in Pittsburgh, Pennsylvania. The company has offices in 8,011 locations and a total of 22,703 employees. It handles $153 billion in assets between its 680,466 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 899 charitable organizations. Of its 680,466 accounts, 23% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Lpl Financial LLC provides a wide set of services, including 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 largely are based on which services the firm provides the client. Fee types billed by Lpl Financial LLC likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 years

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

Disclosures

No

Office Location

Penn Center West Two Ste 325
Pittsburgh, PA 15276

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

PA Average: $16,012,751,954
Total Number of Employees

22,790

PA Average: 118
Total Number of Accounts

786,525

PA Average: 4,567
Average Account Size

$202,281

PA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Speakman Work History

Michael has 10 years of experience.

2017 - Present (2 years)

Lpl Financial LLC

2017 - 2017 (0 years)

The Speakman Financial Group

2017 - 2017 (0 years)

National Planning Corporation

2012 - 2017 (5 years)

The Vanguard Group, Inc

2009 - 2012 (3 years)

The Speakman Financial Group

2008 - 2012 (4 years)

The Pennsylvania State University

Disclosures

Michael Speakman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started