Sean D Mcvey
Investment adviser representative at LPL Financial LLC
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- LPL Financial LLCJun 2024 to now
- American Global Wealth Management, Inc.Aug 2023 to Jun 2024
- Imprint Wealth LLC dba Naples Wealth PlanningJul 2023 to Jun 2024
- Laidlaw & Company (UK) Ltd.Oct 2020 to Aug 2023
- Laidlaw Wealth Management LLC dba Naples Wealth PlanningOct 2020 to Jul 2023
- World Equity Group, Inc.Aug 2020 to Oct 2020
- Naples Wealth PlanningOct 2018 to Oct 2020
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2018
- Wells Fargo Advisors LLCApr 2010 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4444171
- Firm CRD
- 6413