James Mcmanus
James Mcmanus is a registered investment advisor at LPL Financial LLC, based in Myrtle Beach, SC, with 30 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
1360 Rue De Jean Ave, Myrtle Beach, SC, 29579
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Regulatory History (1)
Customer Dispute
March 2011Other Business ActivitiesSells Insurance
James is an owner/asset manager for non-variable insurance, including life, health, disability, LTC, and fixed annuities, dedicating a few hours per week. He also owns American Trust Insurance Agency LLC, selling property and casualty insurance policies for about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Waddell & Reed, INC.Broker
First Union Brokerage Services, INC.Broker
Dean Witter Reynolds INC.Broker
Lew Lieberbaum & CO., INC.Broker
State Registrations7 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.