James Mccrorey
James Mccrorey is a registered investment advisor at LPL Financial LLC, based in North Huntingdon, PA, with 34 years of industry experience. James 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
40 Lincoln Way Suite 300, North Huntingdon, PA, 15642
Get directionsHistory
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.
Exams
More Advisors
- Matthew Moyer, CFPLPL Financial LLC
- Jack George, CFPStonex Advisors INC.