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Mark Mckeague

21 Years of Experience
Honolulu, HI
BrokerSells Insurance

Mark Mckeague is a registered investment advisor at LPL Financial LLC, based in Honolulu, HI, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

841 Bishop Street Suite 935, Honolulu, HI, 96813

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Mark is involved with McKeague & Haley, Inc (Private Wealth Planning) and also works as an insurance agent with Principal and Crump, selling fixed insurance products. The insurance business takes about 40% of Mark's time.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2010 - Present · 16 yrs 1 mo
LPL Financial LLC
April 2010 - Present · 16 yrs 1 mo
Previous Registrations
Princor Financial Services Corporation
July 2007 - April 2010 · 2 yrs 9 mos
Princor Financial Services CorporationBroker
July 2004 - April 2010 · 5 yrs 9 mos
State Registrations27 states
AKAZCACODCDEFLHIIDILINLAMIMNMTNENHNVNYORPASCTXUTVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Mark Mckeague - Financial Advisor | TrueAdvisor