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Featured Business Financial Advisor in Clarksville, MD
Clarksville Financial Advisors
LPL Financial
11755 Bragdon Wood
Clarksville, MD 21029
(410) 528-8688
Advisor Profile
Michael Balakirsky MBA
Name:  Michael Balakirsky MBA
Phone Number:  (410) 528-8688
Website:  Visit Website
Disclaimer
Asset Management and Financial Planning Provided Through LPL Financial, A Registered Investment Advisor(Member FINRA/SIPC)

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. Itís 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

Gender:    Male
CRD#:    4812251
Firm CRD#:    6413
Name of Broker/Dealer:    LPL Financial
States Licensed in:    MD, DC, FL, VA
States Willing to do Business in:    ALL
Years of Experience in Financial Services:    12
Number of Years with Current Firm:    7
I work with the following types of clients:    Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors
Foreign Languages Serviced:    russian, ukrainian
 

Education

Academic Background
 
Michael Balakirsky holds 2 MBAs- finance and management from leading European and US business schools.
 

Services

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

Qualifications & Memberships

Securities Licenses:    Series 66, Series 7, Series 24
Insurance and Annuity Licenses:    Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life
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 & Fees

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

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