Robert Mckay
Robert Mckay is a registered investment advisor at LPL Financial LLC, based in Bangor, ME, with 32 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
80 Exchange Street, Bangor, ME, 04401
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Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Robert sells AFLAC insurance products to bank employees, dedicating minimal time to this activity. He is also a bank employee of Camden National Bank full-time, and co-owns H&M Holdings, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Quick & Reilly, INC.Broker
Fis Securities, INC.Broker
Mds Securities IncorporatedBroker
440 Financial Distributors, INC.Broker
Key Investments INC.Broker
Liberty Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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.