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CFP
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CFP

Michael Mcglamery

LPL Financial LLC
12 Years of Experience
Oro Valley, AZ
Broker
View SEC Summary
View SEC Summary

Michael Mcglamery is a CFP-designated registered investment advisor at LPL Financial LLC, based in Oro Valley, AZ, with 12 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

11165 N La Canada Dr Ste 155, Oro Valley, AZ, 85737

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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.

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Other Business Activities

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
May 2022 - Present · 4 yrs 5 mos
LPL Financial LLC
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
CUNA Brokerage Services, INC.
August 2019 - May 2022 · 2 yrs 9 mos
CUNA Brokerage Services, INC.Broker
August 2019 - May 2022 · 2 yrs 9 mos
Davis Distributors, LLCBroker
April 2015 - August 2019 · 4 yrs 4 mos
Transamerica Financial Advisors, INCBroker
August 2014 - April 2015 · 8 mos
State Registrations27 states
ALAZCACOCTFLGAHIIAIDILMIMONJNMNVNYOHORPASCSDTXVAWAWIWV
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.
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