Todd Mccray is a registered investment advisor at LPL Financial LLC, based in Lynchburg, VA, with 32 years of industry experience. Todd 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
107 Tradewynd Dr Ste B, Lynchburg, VA, 24502
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
June 2011Customer Dispute
October 2001Other Business Activities
Todd owns TME, LLC, a real estate rental business, dedicating minimal time to it. He also operates McCray Financial Group as a DBA for his LPL business, which is a full-time commitment.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial CorporationBroker
Invest Financial Corporation
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward JonesBroker
F.N. Wolf & CO., INC.Broker
State Registrations16 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.
Exams
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