Truist Advisory Services
28yrs
Top 18% by experience at Truist Advisory Services
30yrs
Michael Webb is a fiduciary financial advisor in Bedford, Pennsylvania, with 30 years in the industry. Michael joined LPL Financial in 2021, after four years at M&t Securities and a year at Osaic Institutions. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 5 advisors with offices in Bedford, and one of 4 fiduciaries.
At a glance
Experience30 years (since 1997)
How that compares ?Top advisor by experience in Bedford
Office101 East Pitt Street, Bedford, PA 15522
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 2017 – 2021M&t Securities, Inc.Previously
- Oct 2015 – Oct 2016Osaic Institutions, Inc.Previously
- Mar 2014 – Oct 2015Essex National Securities, LLCPreviously
- 2006 – 2014Wells Fargo Clearing Services, LLCPreviously
- 2002 – 2006UBS Financial Services Inc.Previously
Contact Michael
101 East Pitt StreetBedford, PA 15522Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call LPL Financial at (704) 733-3300 and ask for Michael Webb. Michael works from the Bedford, PA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1997, about 30 years. Top advisor by experience in Bedford.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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