Bonnie Mcguire is a registered investment advisor at LPL Financial LLC, based in Sewickley, PA, with 26 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
2591 Wexford Bayne Rd, Suite 205, Sewickley, PA, 15143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bonnie operates Harvest Financial as a DBA for her LPL business. She also works as a bookkeeper for Oakland Periodontal Associates, dedicating about a quarter of her time to this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Harvest Financial Corporation
Harvest Financial CorporationBroker
State Registrations1 state
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