ChooseAFinancialAdvisor.com
Advisors / Texas / McKinney
28yrs

Michael Pak

Financial advisor at LPL Financial

Michael Pak has worked in the financial industry for 28 years and is a fiduciary financial advisor based in McKinney, Texas. After a year at Cuso Financial Services and two years at Park Avenue Securities, Michael joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 253 advisors with offices in McKinney, and one of 228 fiduciaries.

McKinney, TX 75070Top 14% by experience in McKinneyFiduciary advisor
Call LPL FinancialDirections

At a glance

Experience28 years (since 1998)
How that compares ?Top 14% by experience in McKinney
Office6375 Eldorado Parkway, McKinney, TX 75070
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 ?1 state

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.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. May 2025 – now
    LPL Financial LLCCurrent firm
  2. Apr 2024 – May 2025
    Cuso Financial Services, L.P.Previously
  3. 2021 – 2024
  4. 2014 – 2021
  5. 2009 – 2014
  6. Jul 2009 – Oct 2009
    Ameriprise Advisor Services, Inc.Previously
  7. 2004 – 2009
    Banc of America Investment Services, Inc.Previously
  8. Feb 2003 – Mar 2003
Earlier career (1 more)
  1. Oct 2002 – Mar 2003

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Michael

How do I contact Michael?

Call LPL Financial at (704) 733-3300 and ask for Michael Pak. Michael works from the McKinney, TX office.

How long has Michael been a financial advisor?

Michael has been in the industry since 1998, about 28 years. Top 14% by experience in McKinney.

What licenses does Michael hold?

Series 63, Series 66. 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.

Other advisors nearby

Merrill
39yrs
Gregory Welsh
Financial advisor
6950 Tpc Dr
McKinney, TX 75070
Top advisor by experience in McKinney
Fiduciary
Call Directions
LPL Financial
38yrs
David Heard
Financial advisor
McKinney, TX
Top 1% by experience in McKinney
Fiduciary
Call Directions
Merrill
38yrs
Jeffrey Snyders
Financial advisor
6950 Tpc Dr
McKinney, TX 75070
Top 1% by experience in McKinney
Fiduciary
Call Directions
LPL Financial
37yrs
Patrick Cloutier
Financial advisor
119 W Virginia Suite 201
McKinney, TX 75069
Top 2% by experience in McKinney
Fiduciary
Call Directions
Merrill
37yrs
Elizabeth Morris
Financial advisor
6950 TPC Dr, Suite 200
McKinney, TX 75070
Top 2% by experience in McKinney
Fiduciary
Call Directions
Merrill
36yrs
Sherry Craig
Financial advisor
6950 Tpc Dr
McKinney, TX 75070
Top 2% by experience in McKinney
Fiduciary
Call Directions

See all advisors near McKinney