Matthew Mclean is a registered investment advisor at LPL Financial LLC, based in Whiteville, NC, with 24 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
122 Memory Plz, Whiteville, NC, 28472-2640
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew works as a staff accountant for S. Preston Douglass and Associates, dedicating about 10-20% of his time to auditing, bookkeeping, and accounting duties. He is also a board member and treasurer for Vineland Station and treasurer for Jess Hill Clerk of Court of Columbus County, NC, spending minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mutual of Omaha Investor Services, INC.Broker
H.D. Vest Investment ServicesBroker
Jefferson Pilot Securities CorporationBroker
Planco Financial Services, INC.Broker
Sunamerica Capital Services, INC.Broker
State Registrations3 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.