About LPL Financial
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
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
FinancialPlanners.net provides referrals to financial professionals of LPL Financial, LLC (LPL). FinancialPlanners.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay FinancialPlanners.net cash compensation for these referrals, which creates the incentive for FinancialPlanners.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures