Justin McDannald, financial advisor Afton OK
98 score

Justin McDannald

CRD Number: 5436888
Current Firm: Lpl Financial LLC

Justin McDannald (CRD# 5436888) is an Investment Advisor Representative working at Lpl Financial LLC in Afton, OK and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Afton, OK Jun 2016 - Current < 1
Bosc, Inc. Tulsa, OK Jan 2010 - Jun 2016 6
Bank Of Oklahoma Tulsa, OK Jan 2010 - Jun 2016 6
Morgan Stanley Smith Barney Tulsa, OK Jun 2009 - Jan 2010 < 1
Citigroup Global Markets Inc. Tulsa, OK Oct 2007 - Jun 2009 1
Mcdannald Insurance Claremore, OK Nov 2006 - Sep 2007 < 1
Aig - American General Tulsa, OK May 2003 - Oct 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Justin M. McDannald
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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