Jeffrey Mccorkendale
Jeffrey Mccorkendale is a registered investment advisor at LPL Financial LLC, based in Saint Louis, MO, 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
10805 Sunset Office Dr Ste, L106, Saint Louis, MO, 63127
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2000Other Business ActivitiesSells Insurance
Jeffrey operates Cornerstone Wealth Services and Cornerstone Wealth Portfolios as DBAs for his LPL business. He also receives non-variable insurance trails through Mcvestments, spending minimal time on this activity, and McvESTMENTS, LLC is a business entity for tax/investment purposes only.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Edward JonesBroker
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations23 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.