Leonor Mcbride
Leonor Mcbride is a registered investment advisor at LPL Financial LLC, based in Scottsdale, AZ, 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
8350 E. Raintree Dr Ste 250, Scottsdale, AZ, 85260-2508
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2009Other Business Activities
Leonor is involved with KLMM Enterprise LLC, a business entity for tax/investment purposes only, since December 2022. She dedicates a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
Uvest Financial Services Group, INC.Broker
Banc of America Investment Services, INC.Broker
State Registrations13 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.