Craig Mcgrath is a registered investment advisor at LPL Financial LLC, based in Brookfield, WI, with 8 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
395 N Executive Dr, Brookfield, WI, 53005
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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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Craig operates his LPL business under the DBA BMO Investment Services. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Command Advisory Services
First Command Financial Planning, INC.Broker
State Registrations51 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.