Mitchell Mccann is a registered investment advisor at LPL Financial LLC, based in Bloomfield Hills, MI, with 38 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
36800 Woodward Ave, Suite 320, Bloomfield Hills, MI, 48304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mitchell operates Guardian Partners Wealth Management LLC as a DBA for his LPL business, dedicating about a quarter of his time to it. He is also the author of a book, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Fsc Securities CorporationBroker
Prudential Securities IncorporatedBroker
State Registrations16 states
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