Abbie McGrath (CRD# 4917253) is an Investment Advisor Representative working at Lpl Financial LLC in Mountain Home, ID and has over 19 years of experience in the finance industry.
CRD# 5145474
J.p. Morgan Securities LLC
CRD# 6993387
Edward Jones
CRD# 3107362
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Mountain Home, ID | Jul 2021 - Current | 2 |
| Various Insurance Carriers Of W & R Insurance Agencies | Mountain Home, ID | Nov 2005 - Jul 2021 | 15 |
| Waddell & Reed, Inc. | Mountain Home, ID | Feb 2005 - Jul 2021 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
- ID
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, WY
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