Cornelius Mccarthy is a registered investment advisor at LPL Financial LLC, based in Doylestown, PA, with 26 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
1032 North Easton Road Suite A, Doylestown, PA, 18902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cornelius operates CMC Investment Management, LLC as a DBA for his LPL business. He also owns multiple rental real estate properties, dedicating minimal time to these ventures.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Blb & B Advisors, LLC
Burke, Lawton, Brewer & Burke, LLCBroker
State Registrations28 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.