Jody Mcnerney is a registered investment advisor at LPL Financial LLC, based in Conifer, CO, with 23 years of industry experience. Jody is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
25657 Conifer Road, Conifer, CO, 80433
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2010Other Business Activities
Jody is affiliated with BMO Investment Services as a DBA for LPL business and with BMO Bank NA as a financial advisor. These activities are investment-related and consume full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Bbva Compass Investment Solutions, INCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations1 state
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.
Exams
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