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Michael T. Lubin
LCG ASSOCIATES
Atlanta, GA 30339-5953
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CRD#: 4337932
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Professional summary
Michael Todd Lubin is a registered financial advisor currently at LCG ASSOCIATES, INC. located in Atlanta, Georgia.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Todd Lubin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 21, 2022 - Present
LCG ASSOCIATES, INC.
Office #1: 400 Galleria Parkway Suite 1800, Atlanta, GA 30339-5953RIA
CRD#: 105971
Atlanta, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LCG ASSOCIATES, INC.
LCG ASSOCIATES, INC.
CRD#: 105971 / SEC#: 801-17169
RIA
Registered Investment Advisory firm - (5/17/1982 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(7/28/2022)
IAR
Texas(6/21/2022)
Exams
Current Firm
LA
LCG ASSOCIATES, INC.
LCG ASSOCIATES, INC.
CRD#: 105971 / SEC#: 801-17169
RIA
Registered Investment Advisory firm - (5/17/1982 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
400 Galleria Parkway Suite 1800, Atlanta, GA 30339-5953
Mailing Address
Phone number
(770) 644-0100
Established
Firm type
Fiscal year end
# of Employees
56
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 17 |
| AUM (Assets Under Management) | $ 2,422,218,740 |
Red Flags
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