ML
ML

Michael Lee Lallathin

3 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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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.

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 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 8 mos
Financial Management Strategies, INC.
April 2022 - Present · 3 yrs 10 mos
Cetera Wealth Services, LLCBroker
February 2022 - Present · 4 yrs
Previous Registrations
Cetera Advisor Networks LLC
March 2022 - June 2023 · 1 yr 3 mos
State Registrations6 states
COFLNCOHSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.