Sean Mcvey is a registered investment advisor at LPL Financial LLC, based in Naples, FL, with 19 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
5637 Strand Blvd, Naples, FL, 34110
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Regulatory History (1)
Customer Dispute
June 2014Other Business Activities
Sean operates Trilith Wealth Management as a DBA for his LPL business, dedicating full-time hours to this investment-related activity. He also manages McVey LLC, a business entity for tax/investment purposes, spending full-time hours on this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
American Global Wealth Management, INC.Broker
Imprint Wealth LLC
Laidlaw Wealth Management LLC
Laidlaw & Company (UK) LTD.Broker
World Equity Group, INC.Broker
Naples Wealth Planning
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Comerica SecuritiesBroker
Raymond James Financial Services, INC.Broker
Banc of America Investment Services, INC.Broker
State Registrations4 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.