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Macauley Beloney

LPL Financial LLC
34 Years of Experience
Phoenix, AZ
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Macauley Beloney is a registered investment advisor at LPL Financial LLC, based in Phoenix, AZ, with 34 years of industry experience. Macauley 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

426 North 44th St Ste 115, Phoenix, AZ, 85008

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2003
Denied
Employment Separation After Allegations
January 2002
View Full SEC ReportHow to Read Disclosures
Other 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
October 2025 - Present · 1 yr
LPL Financial LLC
October 2025 - Present · 1 yr
LPL Financial LLCBroker
October 2025 - Present · 1 yr
Previous Registrations
Osaic Wealth, INC.Broker
January 2024 - October 2025 · 1 yr 9 mos
Osaic Wealth, INC.
January 2024 - October 2025 · 1 yr 9 mos
Woodbury Financial Services, INC.
October 2007 - January 2024 · 16 yrs 3 mos
Woodbury Financial Services, INC.Broker
September 2002 - January 2024 · 21 yrs 4 mos
Sunamerica Securities, INC.Broker
February 2002 - March 2002 · 1 mo
American Express Financial Advisors INC.Broker
July 1991 - January 2002 · 10 yrs 6 mos
Ids Life Insurance CompanyBroker
July 1991 - January 2002 · 10 yrs 6 mos
State Registrations23 states
ARAZCACODEFLGAINKSMDMIMOMSNENJNMNVNYOHTNTXWAWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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