Michael Ernest Fornero
Investment adviser representative at LPL Financial LLC
25 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- LPL Financial, LLCDec 2020 to now
- Preferred Rate MortgageFeb 2020 to now
- Parkside LendingJan 2019 to Feb 2020
- Cmg MortgageJan 2018 to Jan 2019
- Msi MortgageMar 2017 to Jan 2018
- Abc BankApr 2009 to Mar 2017
- Commonwealth Financial NetworkJun 2001 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2132786
- Firm CRD
- 6413