Todd Mccray is a registered investment advisor at LPL Financial LLC, based in Lynchburg, VA, 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
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 Registrations15 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.