Douglas Mccown is a CFP-designated registered investment advisor at LPL Financial LLC, based in Arlington, TX, with 35 years of industry experience. Douglas 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
6031 Interstate 20 W, Ste 256, Arlington, TX, 76017
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Douglas is involved with Douglas McCown PLLC, providing tax preparation, accounting, and CPA services, dedicating about 10-20% of his time. He also has a business entity, Douglas McCown, PC, for tax/investment purposes, taking nearly full-time hours, and is an agent with NVI-Trails Only, spending minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Financial Education Associates, INC.
Sunamerica Securities, INC.Broker
H.D. Vest Investment Securities, 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
- Clinton JonesLPL Financial LLC
- James AghayereLPL Financial LLC
- Bryan Rigg, CFPLPL Financial LLC
- Jon WychLPL Financial LLC
- John BrimerLPL Financial LLC
- William BrownLPL Financial LLC