Jody Mcnerney
Jody Mcnerney is a registered investment advisor at LPL Financial LLC, based in Evergreen, CO, with 22 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
953 Swede Gulch Rd, Evergreen, CO, 80401
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.