James McGary, financial advisor Frankfort KY

James McGary

CRD Number: 5616577
Current Firm: Lpl Financial LLC

James McGary (CRD# 5616577) is an Investment Advisor Representative working at Lpl Financial LLC in Frankfort, KY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Bowling Green, KY Sep 2020 - Current 3
German American Bank Bowling Green, KY Sep 2020 - Current 3
Cuna Brokerage Services, Inc. Waverly, IA Apr 2019 - Aug 2020 1
Cuna Mutual Group Waverly, IA Apr 2019 - Aug 2020 1
Allstate Insurance Company Bonita Springs, FL Feb 2018 - Apr 2019 1
Mass Mutual Lexington, KY Jan 2009 - Feb 2018 9
Mml Investors Services Inc. Lexington, KY Jan 2009 - Feb 2018 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for James D. McGary
Phone Number: 704-733-3300
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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, WY

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