Matthew Mcclellan
Matthew Mcclellan is a registered investment advisor at LPL Financial LLC, based in Lake Worth, FL, 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
Lake Worth, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2003Other Business Activities
Matthew operates under the DBA McClellan Financial Services for his LPL business since 2012. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Essex National Securities, INC.Broker
Ohio Savings Securities, INC.Broker
Wm Financial Services, INC.Broker
Great Western Financial Securities CorporationBroker
Corporate Securities Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations19 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.