Deborah Mcnulty
Investment adviser representative at LPL Financial LLC
9 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- LPL Financial LLCDec 2024 to now
- Ally Invest Securities LLCNov 2024 to Dec 2024
- Linden Thomas & CompanyAug 2024 to Aug 2024
- Zeus FinancialJun 2024 to Aug 2024
- Ally Invest Securities LLCMay 2021 to Jun 2024
- LPL Financial, LLCAug 2017 to Apr 2021
- Nathan Hale Capital, LLCJun 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1698482
- Firm CRD
- 6413