AM
CFP
AM
CFP

Andrew Mccollum

14 Years of Experience
Saint Albans, MO
BrokerSells Insurance

Andrew Mccollum is a CFP-designated registered investment advisor at LPL Financial LLC, based in Saint Albans, MO, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

3451 St Albans Road Suite C, Saint Albans, MO, 63073

Get directions

History

Regulatory History
Clean regulatory record

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

Andrew is an assistant football coach at Eureka High School, dedicating about 10-20% of his time during the season. He also operates his LPL business through Resource One Advisors and has minimal involvement with non-variable insurance related to Health Savings Accounts.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 8 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
March 2012 - November 2017 · 5 yrs 8 mos
National Planning CorporationBroker
December 2011 - November 2017 · 5 yrs 11 mos
State Registrations26 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Andrew Mccollum - Financial Advisor | TrueAdvisor