Eugene Christie Mcvey
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCJul 2026 to now
- Signal Financial FcuJul 2026 to now
- UnemployedNov 2025 to Jul 2026
- TIAASep 2024 to Nov 2025
- TIAA-CREF Individual & Institutional Services, LLCSep 2024 to Nov 2025
- LobbymaticJan 2024 to Jul 2024
- TD Bank N.A.Jul 2022 to Dec 2023
- TD Private Client Wealth LLCJun 2022 to Dec 2023
- MassmutualOct 2021 to Jul 2022
- MML Investors ServicesOct 2021 to Jul 2022
- Eugene McveyMar 2020 to Sep 2021
- Bank of America, N.A.Aug 2018 to Mar 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 to Mar 2020
- UnemployedSep 2017 to Aug 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2017 to Sep 2017
- New York Life Insurance CompanyApr 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 6641144
- Firm CRD
- 6413