Michael Mcmahon
Michael Mcmahon is a registered investment advisor at LPL Financial LLC, based in Cypress, TX, with 23 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
Cypress, TX
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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
Michael operates his LPL business through VWM Advisors, LLC, dedicating about a quarter of his time. He also has outside employment at Nations United Church, requiring minimal time, and sells non-variable insurance, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Vwm Advisors, LLC
Next Financial Group, INC.Broker
Next Financial Group, INC.
Wealth Development Strategies Investment Advisory, INC.
1717 Capital Management Company
1717 Capital Management CompanyBroker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations11 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.