MichaelBalakirsky- Financial Advisor Clarksville, MD

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About Michael Balakirsky

Michael Balakirsky MBA is the LPL Branch manager, independent Wealth Manager and financial Planner in Columbia, Maryland. Our job is to take anxiety out of your life thru holistic financial planning, wealth management, independent financial advice. Michael Balakirsky's extensive experience in the US financial industry, as well as major emerging markets is vital to uncover opportunities in the increasingly global economy. We will give you the world of strategies and help you achieve your dreams.
We will help with retirement planning, fee based asset management through LPL Financial, investment planning, holistic financial planning, estate planning, wealth management, wealth protection, retirement planning.
You worked very hard. It's finally time to stop worrying and find a clear path towards your financial independence and stability.
Contact our Columbia, Maryland office for NO-OBLIGATION FREE Consultation. You can Do IT and we can Help.

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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

Number of Years with Current Firm

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

Investment Advisor Representative

Acknowledged fiduciary

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

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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

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Michael Balakirsky

LPL Financial