Lpl Financial LLC

Investment Advisor
in Fort Mill, SC

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About this Advisor

Blaine Mcshall is a financial advisor operating out of Fort Mill, South Carolina, who has been in the industry for 10 years. Mcshall is currently employed by Lpl Financial LLC. Over the course of their career, Mcshall has held roles at Metlife Investors Dist Co, Wells Fargo, Cushman & Wakefield, Inc, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, American Retirement Counselors and Lpl Financial LLC. Mcshall has Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to serve investors in South Carolina. Lpl Financial LLC is a financial advisory business that has its headquarters in Fort Mill, South Carolina. The investment advisory business has offices in 9,898 locations and a total of 28,744 employees. It manages $404 billion in assets among its 1,517,995 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 3,162 charities and foundations. Of its 1,517,995 customer accounts, 31% belong to high-net-worth individuals who have at least $1 million in assets. Lpl Financial LLC performs a number of services, such as 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. Fees charged by financial advisors depend on which services the firm provides the client. Fees billed by Lpl Financial LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, 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



Office Location

1055 Lpl Way
Fort Mill, SC 29715

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Lpl Financial LLC Brokerage Details

Total Assets Under Management


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


SC Average: 13
Total Number of Accounts


SC Average: 661
Average Account Size


SC 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

Blaine Mcshall Work History

Blaine has 10 years of experience.

2017 - Present (5 years)

Lpl Financial LLC

2017 - 2017 (< 1 year)

American Retirement Counselors

2016 - 2017 (1 year)

Tiaa-Cref Individual & Institutional Services, LLC

2016 - 2017 (1 year)


2015 - 2016 (1 year)

American Retirement Counselors

2013 - 2014 (1 year)

Metlife Investors Dist Co

2012 - 2013 (1 year)

Wells Fargo

2012 - 2012 (< 1 year)

Cushman & Wakefield, Inc


Blaine Mcshall has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Blaine Mcshall
Fort Mill, SC
Douglas Levasseur
Chicago, IL
Mark Teigen
Horace, ND
Charles Baker
Sandy, UT
Stephen Meuris
San Francisco, CA
Scott Korn
Newton Lower Falls, MA
Natalie Brinkman
Minneapolis, MN

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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