Kelly Mcclain
Kelly Mcclain is a registered investment advisor at LPL Financial LLC, based in Franklin, TN, with 21 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
6840 Carothers Pkwy, Ste 450, Franklin, TN, 37067
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2017Customer Dispute
February 2016Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Asset Management, INC.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations27 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.