Clayton Munal is a registered investment advisor at LPL Financial LLC, based in Mcallen, TX, with 9 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
3700 N 10th St, Ste 305, Kerria Plaza, Mcallen, TX, 78501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Clayton is involved with Munal Partnership for tax/investment purposes since 1997 and is a non-profit board member for BNI- Ambassadors of Success since 2017. Clayton co-owns Texas Treasures & Unique Finds, spending about a quarter of his time, and co-owns M&T Stores LLC, spending minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations2 states
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