Macauley Beloney
Macauley Beloney is a registered investment advisor at LPL Financial LLC, based in Phoenix, AZ, 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
426 North 44th St Ste 115, Phoenix, AZ, 85008
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2003Employment Separation After Allegations
January 2002Other Business ActivitiesSells Insurance
Macauley is an insurance agent offering fixed insurance products, including Medicare and life insurance, through Southwest Wealth Advisory Group, dedicating a few hours per week. He also serves as a member of Avery Island LLC, managing family businesses and a rental property, also dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Sunamerica Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations23 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.