Morgan Stanley
46yrs
Top advisor by experience in Long Beach
14yrs
Michael Mais
Financial advisor at LPL Financial
Michael Mais is a fiduciary financial advisor in Long Beach, California, with 14 years in the industry. After a year at Wells Fargo Advisors and six years at UBS Financial Services, Michael joined LPL Financial in 2021, a firm offering financial planning, investment management, and educational workshops. Michael holds the CFA designation.
One of 359 advisors with offices in Long Beach, and one of 316 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office3780 Kilroy Airport Way # 310, Long Beach, CA 90806
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.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowLPL Financial LLCCurrent firm
- Oct 2019 – Jan 2021
- Sep 2018 – Oct 2019Wells Fargo Clearing Services, LLCPreviously
- 2012 – 2018UBS Financial Services Inc.Previously
Contact Michael
3780 Kilroy Airport Way # 310Long Beach, CA 90806Office · 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.
- 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 Mais. Michael works from the Long Beach, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Michael hold?
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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