Ryan Mckell is a CFP-designated registered investment advisor at LPL Financial LLC, based in Valencia, CA, with 11 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
28494 Westinghouse Pl, Suite 316, Valencia, CA, 91355
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Regulatory History (1)
Customer Dispute
March 2019Other Business Activities
Ryan operates McKell Financial as a DBA for his LPL business. He also owns Ryan J. McKell, A Professional Corporation, an S-Corp for tax/investment purposes, dedicating about half of his time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations12 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.