Michael Tolle (CRD# 2144351) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mitchell, KY and has over 18 years of experience in the finance industry.
CRD# 5944997
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4193503
Cambridge Investment Research Advisors, Inc.
CRD# 5465281
Huntington Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Cincinnati, OH | May 2021 - Current | 3 |
| The Huntington Investment Company | Columbus, OH | Sep 2014 - May 2021 | 6 |
| Fifth Third Securities | Cincinnati, OH | Dec 2008 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2005 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
- KY
- OH
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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