Brian Mcgill is a CFP-designated registered investment advisor at LPL Financial LLC, based in Alpharetta, GA, with 18 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
12735 Morris Road,Building 200, Suite 325, Alpharetta, GA, 30004
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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.
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Brian operates under two DBAs, John's Creek Financial and Strategic Financial Partners DBA: John's Creek Financial, both related to his LPL business. These activities are investment-related and consume nearly all of Brian's time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Redwood Wealth Management, LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations26 states
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