Robert Thomas Mcmahon
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
10 years in the industry.
- LPL Financial LLCMay 2025 to now
- Dfcu FinancialOct 2018 to now
- Cuso Financial Services, LPOct 2018 to May 2025
- Global Financial Private Capital, LLCNov 2017 to Oct 2018
- Kelly Capital PartnersNov 2017 to Oct 2018
- Epi Advisors, LLCSep 2017 to Sep 2017
- Epi Protection, LLCSep 2017 to Sep 2017
- Retirement Wealth Advisors, Inc.Aug 2017 to Sep 2017
- Senior Financial CenterAug 2017 to Sep 2017
- Gradient Securities LLC.Mar 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 6054668
- Firm CRD
- 6413