Travis Mcclarney
Travis Mcclarney is a registered investment advisor at LPL Enterprise, LLC, based in Evansville, IN, with 14 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
20 NW 3rd St, Suite 940, Evansville, IN, 47708
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Regulatory History (1)
Customer Dispute
July 2022Other Business Activities
Travis is a board member for the Golfmoor Baseball Association, balancing the books and making payments, dedicating minimal time. He also serves as a board member for the Kiwanis Club of Evansville, listening to other non-profits and voting on helping them, also dedicating minimal time.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations5 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.