ML
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Michael Dennis Labarbera

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
928 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$3.8B

Fee Structure

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Location

13919 Carrollwood Village Run, Tampa, FL, 33618

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is a consultant for MDL Insurance Advisors, Inc. and owns rental real estate. He is also a financial advisor for Journey Strategic Wealth dba MDL Wealth Management, dedicating full-time hours to financial planning and investment management. Additionally, Michael is an independent insurance agent, spending a few hours per week providing insurance advice.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 6 mos
Journey Strategic Wealth LLC
August 2024 - Present · 1 yr 6 mos
Previous Registrations
LPL Financial LLCBroker
February 2018 - August 2024 · 6 yrs 6 mos
LPL Financial LLC
February 2018 - August 2024 · 6 yrs 6 mos
Invest Financial Corporation
February 2010 - February 2018 · 8 yrs
Invest Financial CorporationBroker
February 2010 - February 2018 · 8 yrs
LPL Financial Corporation
May 2008 - February 2010 · 1 yr 9 mos
LPL Financial CorporationBroker
June 2005 - February 2010 · 4 yrs 8 mos
Gunnallen Financial, INCBroker
July 2003 - June 2005 · 1 yr 11 mos
Park Avenue Securities LLCBroker
September 2000 - July 2003 · 2 yrs 10 mos
Simmers Capital Management CorporationBroker
July 2000 - August 2000 · 1 mo
State Registrations11 states
CACOFLGAIDKYMINCNJTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.