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Paladin Research Report For:

Michael Balakirsky

LPL Financial

MBA, 76784
11755 Bragdon Wood
Clarksville, MD 21029
410-528-8688

About Michael Balakirsky

See Disclosures

General Information

Firm Start Year
  • 1924
CRD#
  • 4812251
Firm CRD#
  • 6413
Name of Broker/Dealer
  • LPL Financial
States Licensed in
  • MD, DC, FL, VA, TX.CT, MA,ME,DE
Years of Experience in Financial Services
  • 21
Number of Years with Current Firm
  • 17
Work with the following types of clients
  • Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
  • Russian, Ukrainian,Croatian,Bosnian,Serbian
Advisory Services Provided
  • Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • MBA, 76784
Securities Licenses
  • Series 24, Series 7, Series 66
Insurance and Annuity Licenses
  • Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
Financial Organization Memberships
  • Million Dollar Roundtable

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $50,000
Compensation Methods
  • Flat Fee, Hourly, Based on Assets
Fee % Based on Assets
  • 0.9%+
Hourly Rate
  • negotiable

Education

MBA - Finance

Loyola
02/02/1999 -05/10/203

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC