Michael Mcginley
Michael Mcginley is a registered investment advisor at LPL Financial LLC, based in Chandler, 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
5720 W Chandler Blvd Ste 4, Chandler, AZ, 85226-3360
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2017Other Business Activities
Michael operates Wealthnest Planners as a DBA for his LPL business since 2013. He also owns Wealthnest Tax Services, LLC, where he prepares income taxes for individuals and businesses, dedicating about half his time. Additionally, Michael owns Wealthnest LLC, a real estate rental property, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Unified Wealth Management, LLC
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
State Registrations32 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.