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Michael Lallathin

4 Years of Experience
Broker

Michael Lallathin is a registered investment advisor at Cetera Investment Advisers LLC, based in Akron, OH, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3200 W Market St Ste 300, Akron, OH, 44333

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Michael works as a financial/administrative assistant at Centrust Wealth Management, Inc. since May 2021, dedicating full-time hours to opening accounts, assisting clients, researching investments, and aiding with financial planning. He also works as an investment advisory representative at Financial Management Strategies, Inc. since April 2022, focusing on financial planning and asset management, also dedicating full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 10 mos
Financial Management Strategies, INC.
April 2022 - Present · 4 yrs
Cetera Wealth Services, LLCBroker
February 2022 - Present · 4 yrs 2 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2022 - June 2023 · 1 yr 3 mos
State Registrations6 states
COFLNCOHSCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.