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CFP
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CFP

Paul Mcnulty

LPL Financial LLC
35 Years of Experience
Woburn, MA
Broker
View SEC Summary
View SEC Summary

Paul Mcnulty is a CFP-designated registered investment advisor at LPL Financial LLC, based in Woburn, MA, with 35 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

444 Washington St, Suite 306, Woburn, MA, 01801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Paul operates as Boston Metro Advisor, a DBA for his LPL business, since 2011. This is an investment-related activity and takes nearly full-time hours.

Employment History
Current Registrations
LPL Financial LLC
April 2011 - Present · 15 yrs 6 mos
LPL Financial LLCBroker
April 2011 - Present · 15 yrs 6 mos
Previous Registrations
Cco Investment Services CORP.
April 2009 - April 2011 · 2 yrs
Cco Investment Services CORP.Broker
March 2009 - April 2011 · 2 yrs 1 mo
Banc of America Investment Services, INC.Broker
October 2004 - March 2009 · 4 yrs 5 mos
Banc of America Investment Services, INC.
October 2004 - March 2009 · 4 yrs 5 mos
Quick & Reilly, INC.
July 2003 - October 2004 · 1 yr 3 mos
Quick & Reilly, INC.Broker
August 2000 - October 2004 · 4 yrs 2 mos
Bankboston Investor Services, INC.Broker
July 1997 - September 2000 · 3 yrs 2 mos
Smith Barney INC.Broker
July 1993 - July 1997 · 4 yrs
Lehman Brothers INC.Broker
December 1991 - July 1993 · 1 yr 7 mos
Welco Securities, INC.Broker
March 1986 - January 1987 · 10 mos
State Registrations9 states
CAFLHIMAMENHNYTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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