Joseph Mcclung is a registered investment advisor at LPL Financial LLC, based in Berryville, AR, with 27 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
907 W. Trimble, Berryville, AR, 72616
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph operates Cornerstone Investment Services as a DBA for his LPL business and owns CM Holdings, LLC which operates a car wash. He also manages McCross Properties LLC for real estate purposes and serves as a board member and Senior VP at Cornerstone Bank, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.Broker
Sterne Agee Financial Services, INC.Broker
Sterne Agee Capital Markets, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations21 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.