Douglas Mccown is a CFP-designated registered investment advisor at LPL Financial LLC, based in Arlington, TX, 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
6031 Interstate 20 W, STE 256, Arlington, TX, 76017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.