LPL Financial
47yrs
Top advisor by experience in San Diego
22yrs
Michael Chuang
Financial advisor at LPL Financial
Michael Chuang has worked in the financial industry for 22 years and is a fiduciary financial advisor based in San Diego, California. Michael joined LPL Financial in 2015, 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 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 65% of advisors nationwide
Office4707 Executive Dr, San Diego, CA 92121
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 ?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.
Career
- 2015 – nowLPL Financial LLCCurrent firm
Contact Michael
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Michael. 4707 Executive DrSan Diego, CA 92121Office · Get directions Facebook pageLPL Financial
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- 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 Chuang. Michael works from the San Diego, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2005, about 22 years. More experience than 65% of advisors nationwide.
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.
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