Brandon Mcilroy
Brandon Mcilroy is a registered investment advisor at LPL Financial LLC, based in Aurora, CO, with 16 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
Aurora, CO
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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
Brandon is involved with several business activities. He uses Yesmam, LLC for tax/investment purposes, spends full-time hours on The McIlroy Financial Group as a DBA for LPL business, and dedicates a few hours per week to non-variable insurance through The McIlroy Financial Group. He also spends full-time hours on Gladstone Wealth Partners as a DBA for LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
State Registrations31 states
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