Michael
Cope

Lpl Financial LLC

CRD#2753493
Investment Advisor
in Seneca, SC

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About this Advisor

Michael Cope is a financial advisor based in Seneca, South Carolina with 18 years of relevant experience. Cope is an advisor for Lpl Financial LLC. They have spent all of their career at Lpl Financial Llc. Cope maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in South Carolina and Texas. Lpl Financial LLC is a business that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 people on staff. It handles $368 billion in total assets among its 1,688,501 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm performs a number 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. Fees for financial advisory services are based on the type of financial services offered. However, fees charged by Lpl Financial LLC likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

18 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

Office Location

530 By Pass 123, Ste. E1
Seneca, SC 29678

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

SC Average: $646,059,043
Total Number of Employees

31,366

SC Average: 13
Total Number of Accounts

1,688,501

SC Average: 661
Average Account Size

$217,956

SC Average: $977,396

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 Cope Work History

Michael has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Linsco Private Ledger

*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.

Disclosures

Please visit the SEC profile of Michael Cope 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

Eric Matthews
Fort Mill, SC
Ryan Canfield
Camp Hill, PA
Jeffrey Rowland
Macon, GA
Chase Smith
Salt Lake City, UT
Joseph Cone
Greensboro, NC
Paul Mcintosh
Fishers, IN
Leslie Stephenson
Dallas, TX
Carlos Torres Negron
Guaynabo, PR

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 profile-compliance@smartasset.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.

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