Harvey Maclin, financial advisor Atlanta GA
89 score

Harvey Maclin

CRD Number: 6134877
Current Firm: Lpl Financial LLC

Harvey Maclin (CRD# 6134877) is an Investment Advisor Representative working at Lpl Financial LLC in Atlanta, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Atlanta, GA Jan 2016 - Current < 1
Wealthspan Financial Group Atlanta, GA May 2013 - Current 3
Securian Financial Services Inc. St. Paul, MN May 2013 - Jan 2016 2
Minnesota Life Insurance Company (a Securian Company) St. Paul, MN May 2013 - Jan 2016 2
Mutual Of Omaha Investor Services, Inc. Omaha, NE Dec 2012 - May 2013 < 1
Mutual Of Omaha Atlanta, GA Apr 2012 - May 2013 1
Unemployed Atlanta, GA Aug 2011 - Apr 2012 < 1
Citizen's Trust Bank Atlanta, GA May 2010 - Aug 2011 1
Filene's Basement Atlanta, GA Jun 2009 - Sep 2010 1
Partnership Solutions & Marketing Atlanta, GA Jun 2009 - Aug 2010 1
Clayton County Schools College Park, GA Aug 2009 - Mar 2010 < 1
Star Academy Charter Schools Memphis, TN Feb 2008 - Jun 2009 1
Unemployed Memphis, TN Aug 2007 - Feb 2008 < 1
Fayette County Schools Somerville, TN Aug 2005 - Aug 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Harvey L. Maclin
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • GA
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
89
Clean Record
This advisor has a clean track record with regulators.

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