Joshua Mcglothlin is a registered investment advisor at LPL Financial LLC, based in Greenwood, IN, 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
48 N Emerson Ave, Suite 100, Greenwood, IN, 46143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua operates McKee Financial Resources, Inc. as a DBA for his LPL business and McKee Financial as a Registered Investment Advisor DBA, dedicating full-time hours to each. He also provides investment advisory services through Gladstone Institutional Advisory LLC, Gladstone Institutional Partners, and McKee Wealth Management, spending full-time hours on each.
Employment History
Current Registrations
LPL Financial LLCBroker
Gladstone Wealth Partners
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations9 states
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