James Mccrorey
James Mccrorey is a registered investment advisor at LPL Financial LLC, based in North Huntingdon, PA, with 34 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
40 Lincoln Way Suite 300, North Huntingdon, PA, 15642
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Regulatory History (1)
Customer Dispute
February 2017Other Business ActivitiesSells Insurance
James operates Gladstone Wealth Partners as a DBA for his LPL business, dedicating full-time hours to it. He also works with McCrorey Financial Services LLC, an insurance agency, spending about 10-20% of his time there.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
PNC InvestmentsBroker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
PFS Investments INC.Broker
State Registrations7 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.