Michael Mcglamery is a CFP-designated registered investment advisor at LPL Financial LLC, based in Oro Valley, AZ, 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
11165 N La Canada Dr Ste 155, Oro Valley, AZ, 85737
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Regulatory History
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.
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Michael operates under two DBAs for his LPL business: Vantage West Financial Advisors (since 2022, minimal time commitment) and Vantage West Wealth Management (since August 2023, about a quarter of his time). Both are investment-related and conducted at his reported business location.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Davis Distributors, LLCBroker
Transamerica Financial Advisors, INCBroker
State Registrations26 states
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