Gerald Mccready
Gerald Mccready is a registered investment advisor at LPL Financial LLC, based in Denver, PA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
6 Jason Avenue, Denver, PA, 17517
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Regulatory History (1)
Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Gerald spends full-time on Black Diamond Financial Group, his LPL business. He is also an agent for Specific Solutions Inc, selling non-variable insurance, dedicating minimal time, and owns GJM Wealth Management LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Janney Montgomery Scott LLCBroker
Penn Securities, INC.Broker
Lombard Securities IncorporatedBroker
Independent Financial Securities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Prudential-Bache Securities INC.Broker
Shearson Lehman Hutton INC.Broker
Pruco Securities CorporationBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.