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Michael Campagna

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.

  1. LPL Financial LLCJul 2019 to now
  2. Communtiy BankJul 2019 to now
  3. AXA AdvisorsDec 2018 to Apr 2019
  4. Antonios Pizza Pasta WingsJan 2017 to Dec 2018
  5. One GroupJul 2016 to Jan 2018
  6. Syracuse UniversityAug 2014 to May 2018
  7. Brooklyn PickleDec 2013 to Jul 2017

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 2 states (CA, NY).

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
7027467
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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