Unclaimed
Michael P Hosford is a financial advisor with LPL Financial LLC. Michael is registered with the state of Texas as both a Broker-Dealer and Investment Advisor. He is also registered with the state of Indiana, Kansas and Missouri. Michael is experienced with selling variable and fixed annuities. He is also familiar with other insurance products such as Term, Whole Life and Long-Term Care. Michael has worked with clients in the Bastrop area for over 20 years. Michael is dedicated to helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
12/17/2021 - Present
LPL Financial LLC (BASTROP TX)
TX
10/16/2017 - 12/17/2021
ROYAL ALLIANCE ASSOCIATES, INC. (BASTROP TX)
TX
12/06/2007 - 10/18/2017
NATIONAL PLANNING CORPORATION (BASTROP TX)
TX
10/01/2002 - 12/05/2007
AMERICAN GENERAL SECURITIES INCORPORATED (GARDEN RIDGE TX)
TX
10/25/2000 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 05/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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