Culbert Mclean is a registered investment advisor at LPL Financial LLC, based in Lumberton, NC, 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
907 N Walnut St, Lumberton, NC, 28358
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Culbert is involved in several business activities, including managing Duncan McLean Properties LLC, McLean Family Properties LLC, and Merchants Storage LLP, all related to real estate and investment. He also serves as a managing partner at S. Preston Douglas & Associates, LLP, a CPA firm, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
State Registrations7 states
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