Kevin Scott Mcclelland
Investment adviser representative at LPL Financial LLC
13 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
13 years in the industry.
- LPL Financial LLCMar 2024 to now
- Magnuson, Mchugh & Co., P.A.Jan 2017 to now
- Avantax Advisory ServicesOct 2019 to Mar 2024
- Avantax Investment Services, Inc.Oct 2019 to Mar 2024
- Avantax Insurance ServicesJan 2017 to Mar 2024
- 1st Global Advisors, Inc.Jan 2017 to Oct 2019
- 1st Global Capital Corp.Jan 2017 to Oct 2019
- Umpqua Investments, Inc.Sep 2015 to Jan 2017
- Umpqua BankAug 2013 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (ID, 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
- 5302267
- Firm CRD
- 6413