Stephen
Mcmahon

Lpl Financial LLC

CRD#2729123
Investment Advisor
in Missoula, MT

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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

Series 63, Series 65, Series 66

Years of Experience

10 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

101 East Front Street
Missoula, MT 59802

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

MT Average: $646,059,043
Total Number of Employees

23,035

MT Average: 13
Total Number of Accounts

892,326

MT Average: 661
Average Account Size

$232,867

MT Average: $977,396

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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
  • Other

Stephen Mcmahon Work History

Stephen has 10 years of experience.

2019 - Present (2 years)

First Interstate Bank

2019 - Present (2 years)

Lpl Financial LLC

2010 - 2019 (9 years)

Morgan Stanley Smith Barney LLC

Disclosures

Stephen Mcmahon has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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