Culbert McLeanCRD Number: 4616367
Current Firm: Lpl Financial LLC
Culbert McLean (CRD# 4616367) is an Investment Advisor Representative working at Lpl Financial LLC in Lumberton, NC and has over 14 years of experience in the finance industry.
H.d. Vest Advisory Services, Inc.
Valic Financial Advisors, Inc.
Msi Financial Services, Inc.
|Lpl Financial LLC||Lumberton, NC||Jan 2008 - Current||10|
|H. D. Vest Advisory Services, Inc.||Lumberton, NC||Sep 2004 - Current||13|
|Hd Vest||Lumberton, NC||Aug 2004 - Current||13|
|S Preston Douglas & Associates LLP||Lumberton, NC||Jan 1988 - Current||30|
|Linsco/private Ledger Corp||Lumberton, NC||Dec 2007 - Jan 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2003|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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