John Mckay
John Mckay is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 25 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
12625 High Bluff Dr. Ste 112, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John has a non-variable insurance DBA called Compass Investment Consulting Group since 2006, where he sells fixed insurance disability, fixed annuities, long-term care, and health insurance, dedicating minimal time. He also has two DBAs for his LPL business: McKay Consulting Group (since 2007) and Compass Investment Consulting (since 2018), dedicating full-time hours to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
Mony Securities CorporationBroker
State Registrations6 states
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