Stephanie McClainCRD Number: 5848389
Current Firm: Lpl Financial LLC
Stephanie McClain (CRD# 5848389) is an Investment Advisor Representative working at Lpl Financial LLC in West Point, GA and has over 5 years of experience in the finance industry.
Greatmark Investment Partners, Inc.
Aja Financial LLC
Raymond James & Associates, Inc.
|Lpl Financial LLC||West Point, GA||Aug 2018 - Current||4|
|Capital City Bank||West Point, GA||Aug 2018 - Current||4|
|L.m. Kohn & Company||Cincinnati, OH||Jan 2012 - Aug 2018||6|
|Charter Investments||Lagrange, GA||Jul 2010 - Aug 2018||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2017|
|S65||NASAA Investment Advisors Law Examination||Feb 2020|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- 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
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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