Christine Mcewan is a registered investment advisor at LPL Financial LLC, based in King of Prussia, PA, with 12 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
150 South Warner Road, Suite 300, King of Prussia, PA, 19406
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christine operates Independence Square Holdings, LLC as a DBA for her LPL business and as a Registered Investment Advisor. She dedicates full-time hours to providing investment advisory services through this firm, which is separate from LPL Financial.
Employment History
Current Registrations
LPL Financial LLCBroker
Independence Square Holdings, LLC
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Valley Forge Asset Management, LLCBroker
State Registrations2 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.