Kevin Mcclelland is a registered investment advisor at LPL Financial LLC, based in Coeur D'Alene, ID, 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
2100 Northwest Blvd, Suite 400, Coeur D'Alene, ID, 83814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin spends nearly full-time hours on Bespoke Investment LLC, a business entity for tax/investment purposes, and MM&Co Wealth Management/Magnuson, McHugh Wealth Management, LLC, DBAs for his LPL business. He also dedicates minimal time to Magnuson, McHugh Dougherty, CPA's for tax preparation/accounting, and a few hours per week to MMD Wealth Management LLC, another DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Umpqua Investments, INC.Broker
Umpqua Investments, INC.
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations22 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.