Bridget McDermott (CRD# 2647809) is an Investment Advisor Representative working at Lpl Financial LLC in Angola, IN and has over 28 years of experience in the finance industry.
CRD# 5725299
Cambridge Investment Research Advisors, Inc.
CRD# 5591514
Edward Jones
CRD# 2635329
Ami Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Lyons, OH | May 2021 - Current | 2 |
| Avantax Insurance Agency, LLC | Lyons, OH | Jul 2018 - May 2021 | 2 |
| Avantax Insurance Agency, LLC | Lyons, OH | Dec 2017 - May 2021 | 3 |
| Avantax Advisory Services | Lyons, OH | Jan 1997 - May 2021 | 24 |
| Avantax Investment Services, Inc. | Lyons, OH | Aug 1995 - May 2021 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
- IN
- OH
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
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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