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Michael Chalker

LM CAPITAL GROUP, LLC·SAN DIEGO, California
Unclaimed Profile
750 B STREET, SAN DIEGO, CA 92101CRD# 6145887Firm CRD# 120277
01

About

Michael Chalker is a registered financial advisor based in SAN DIEGO, California, affiliated with LM CAPITAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
LM CAPITAL GROUP, LLC
LM CAPITAL GROUP, LLC
AUM
$5.0B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at LM CAPITAL GROUP, LLC →
Services
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6145887
Firm CRD# 120277
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Chalker offer?
Michael Chalker specializes in Wealth Management, Fee-Only Advisory. Contact their office in SAN DIEGO, California for a consultation.
What are Michael Chalker's credentials?
Michael Chalker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Chalker located?
Michael Chalker is based in SAN DIEGO, California, working with LM CAPITAL GROUP, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Michael Chalker charge for services?
Michael Chalker's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LM CAPITAL GROUP, LLC?
LM CAPITAL GROUP, LLC has approximately 20 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SAN DIEGO
Gregg Steven Glaser — FIRST ALLIED SECURITIES, INC.Zachary Bryan Vaughan — FAIRFIELD REALTY ADVISORS LLCMario Modiano — LM CAPITAL GROUP, LLCJeffrey Marc Frankel — LM CAPITAL GROUP, LLCJoel Elliot Marks — FIRST ALLIED SECURITIES, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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