Michael Brian Wargo
Investment adviser representative at LPL Financial LLC
13 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
13 years in the industry.
- LPL Financial, LLCJul 2021 to now
- Rotary International District 7300Jul 2019 to now
- The Monroeville FoundationMay 2019 to now
- Ohio State Alumni AssociationOct 2018 to now
- Turtle Creek Evening Rotary Satellite ClubJul 2018 to now
- The Cypher Group LLCMar 2017 to now
- Wilmerding Mckeesport YmcaSep 2016 to Oct 2018
- Various Insurance Carriers for W&r Insurance AgenciesJul 2013 to Jul 2021
- Waddell & Reed, IncJul 2013 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (OH, PA).
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
- 2652745
- Firm CRD
- 6413