Supreme Alliance
47yrs
Top advisor by experience in Charlotte
43yrs
Michael Climer is a fiduciary financial advisor in Charlotte, North Carolina, with 43 years in the industry. Michael joined LPL Financial in 2023, after ten years at Wells Fargo Advisors and 17 years at Merrill. 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 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in Charlotte
Office6101 Carnegie Blvd, Suite 200, Charlotte, NC 28209
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
- 2023 – nowLPL Financial LLCCurrent firm
- 2013 – 2023Wells Fargo Clearing Services, LLCPreviously
- 1997 – 2013MerrillPreviously
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 Climer. Michael works from the Charlotte, NC office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1983, about 43 years. Top 1% by experience in Charlotte.
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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