Grover McKean, financial advisor Los Angeles CA
93 score

Grover McKean

CRD Number: 1367975
Current Firm: Lebenthal Asset Management, LLC

Grover McKean (CRD# 1367975) is an Investment Advisor Representative working at Lebenthal Asset Management, LLC in Los Angeles, CA and has over 9 years of experience in the finance industry.

Similar Advisors
Jeffrey Tilson, financial advisor Los Angeles CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Score
105
Similar Advisors
David Fried, financial advisor Los Angeles CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Score
104
Similar Advisors
Morris Amiri, financial advisor Los Angeles CA
Morris M. Amiri
CRD# 4266581
Dash Investments
Score
103
Company Name Location Dates Years
Lebenthal & Company, LLC New York, NY May 2013 - Current 3
Lebenthal Asset Management LLC New York, NY May 2013 - Current 3
Unemployed Los Angeles, CA Dec 2012 - Apr 2013 < 1
Mcginn, Mckean & O'neill Los Angeles, CA Jan 2007 - Nov 2012 5
Shamrock Capital Advisors Burbank, CA Oct 2004 - Dec 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Grover L. McKean
Phone Number: 212-425-6006
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,482
    MILLIONS
  • Total Number of Accounts
    1,500
    ACCOUNTS
  • Average Account Value
    $987,790
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Performance-based fees
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, MN, NC, NJ, NY, OH, OK, OR, PA, SD, TX, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.