J Mcilroy
J Mcilroy is a CFP-designated registered investment advisor at LPL Financial LLC, based in Highlands Ranch, CO, 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
1745 Shea Center Dr. Suite 400, Highlands Ranch, CO, 80129
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2022Customer Dispute
December 2011Customer Dispute
February 2011Other Business ActivitiesSells Insurance
J. operates The McIlroy Financial Group and Gladstone Wealth Partners as DBAs for their LPL business, dedicating full-time hours to each. J. also has a business entity, McScotch, LLC, for tax/investment purposes and is involved with One Resource Group for non-variable insurance, spending about 10-20% of their time on each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
The Lincoln National Life Insurance CompanyBroker
Osaic Fa, INC.
Osaic Fa, INC.Broker
Cigna Financial Advisors,inc.Broker
Mony Securities CORP.Broker
State Registrations22 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.