Duncan Mcrae
Duncan Mcrae is a registered investment advisor at LPL Financial LLC, based in Rapid City, SD, with 40 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
Rapid City, SD
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Regulatory History (1)
Customer Dispute
June 2011Other Business ActivitiesSells Insurance
Duncan operates McRae Financial LLC as a DBA for his LPL business since 2008. He also works with ICAG Insurance Agency selling non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Investment Centers of America, INC.
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Investment Centers of America, INC.Broker
Walnut Street Securities, INC.Broker
Pruco Securities CorporationBroker
Pruco Securities CorporationBroker
State Registrations30 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.