Stephanie McClain, financial advisor West Point GA

Stephanie McClain

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Stephanie H. McClain
Phone Number: 704-733-3300
Firm Website: http://www.lpl.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
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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