Brian Mcgeehon is a CFA-designated registered investment advisor at LPL Financial LLC, based in St. Louis, MO, 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
1401 S Brentwood Blvd Ste 400, St. Louis, MO, 63144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a partner and owner of Gatewood Wealth Holdings since 2020, dedicating a few hours per week. He also co-owns Gatewood Wealth Solutions, a DBA for LPL business, and spends about a quarter of his time on this activity, and is involved with Gatewood Management Company, a business entity for tax/investment purposes only, spending minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations35 states
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