Lpl Financial LLC
About this Advisor
Stephen Mcmahon is a financial advisor in Missoula, Montana. Currently a registered financial advisor at Lpl Financial LLC, Mcmahon has 10 years of professional experience as a registered investment advisor. Mcmahon maintains Series 63, Series 65 and Series 66 licenses, designating the advisor as both a securities agent and an investment advisor representative. Mcmahon can work with clients based out of Montana. Throughout their career, they have worked at Morgan Stanley Smith Barney LLC, First Interstate Bank and Lpl Financial LLC. Lpl Financial LLC is headquartered in Missoula, Montana, and has 9,519 additional locations throughout the nation. In total, Lpl Financial LLC manages $208 billion in assets covering 892,326 accounts and retains more than 23,035 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 890,301 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 28% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Lpl Financial LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Stephen Mcmahon Work History
Stephen has 10 years of experience.
First Interstate Bank
Lpl Financial LLC
Morgan Stanley Smith Barney LLC
Stephen Mcmahon has disclosures.
Please visit their SEC profile for more details.
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