Michael Balakirsky MBA
LPL Financial

Tel: (410) 528-8688
11755 Bragdon Wood
Clarksville, MD 21029
LPL Financial | Financial Advisor in Clarksville ,MD

About LPL Financial

Michael Balakirsky MBA is the LPL Branch manager, independent Wealth Manager and financial Planner in Columbia, Maryland . Our job is to take anxiety out of your life thru holistic financial planning , wealth management, independent financial advice. Michael Balakirsky's extensive experience in the US financial industry, as well as major emerging markets is vital to uncover opportunities in the increasingly global economy. We will give you the world of strategies and help you achieve your dreams.
We will help with retirement planning, fee based asset management through LPL Financial, investment planning, holistic financial planning, estate planning, wealth management , wealth protection, retirement planning.
You worked very hard. It?s finally time to stop worrying and find a clear path towards your financial independence and stability.
Contact our Columbia, Maryland office for NO-OBLIGATION FREE Consultation. You can Do IT and we can Help.
Securities and financial Planning offered through LPL Financial, A Registered Investment Advisor,Member FINRA/SIPC


General Information

Name of Broker/Dealer:   LPL Financial
States Licensed in:   MD, DC, FL, VA
Number of Years with Current Firm:   7
I work with the following types of clients:   Investment Clubs , Businesses , Non-Profit Organizations , Individual Investors
Foreign Languages Serviced:   russian, ukrainian


Services

Investment Types:   Alternative Investments , Exchange Traded Funds (ETFs) , Mutual Funds , Insurance , Annuities , Mortgages & Real Estate , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your home , At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Disability , Health , Life , Long Term Care , Variable Life , Variable Annuity
Financial Organization Memberships:   Million Dollar Roundtable


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $40k
Compensation Methods:   Based on Assets , Flat Fee , Hourly


Education

MBA - Finance  Loyola College
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Faqs

  • Do you have a customer satisfaction or refund policy? We do provide refund policy on financial planning
  • What are your qualifications? What is your education background? Michael Balakirsky is investor and business owner with an extensive experience in the US as well in Emerging markets, including BRIC counties. Michael Balakirsky is uniquely positioned to help clients benefit from increasing globalization, world economic changes and opportunities with his experience , combined with 2 MBAs in finance and economics/management.
  • What is your approach to financial planning? I strongly believe that money is not a goal but a tool to help achieve happiness and satisfaction in life. Our comprehensive financial planning is focused on helping you to uncover what is important for you. Our planning and solutions should help you achieve your goals and satisfaction from your resources with less anxiety and more life satisfaction. You can do it, and we can help.
  • What services do you offer? Financial Planning, asset management, family and business protection, estate planning, fee based wealth management.
  • How many clients do you currently manage? We accept limited number of clients every year.
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Disclaimer

Asset Management and Financial Planning Provided Through LPL Financial, A Registered Investment Advisor(Member FINRA/SIPC)

Michael Balakirsky MBA

Michael Balakirsky MBA

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