Jeffery Mckannay
Jeffery Mckannay is a registered investment advisor at LPL Financial LLC, based in Livermore, CA, with 36 years of industry experience. Jeffery 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
2484 Second St, Livermore, CA, 94538
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2014Customer Dispute
September 2012Customer Dispute
August 2010Customer Dispute
October 1998Other Business Activities
Jeffery is doing business as BMO Investment Services at the reported business location, which is an entity for LPL business. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Marketing One Securities, INC.Broker
Guardian Investor Services CorporationBroker
State Registrations11 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.
Exams
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