Michael Brett Mcmahon

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → 08/2018
  Next Financial Group Inc
  Houston, TX
• 09/2011 → Present
  Vwm Advisors, Llc
  Houston, TX
• 08/2018 → 08/2023
  Sagepoint Financial, Inc.
  Houston, TX
• 08/2023 → Present
  Lpl Financial Llc
  Cypress, TX

Previous Registrations

• 2012-02-16 → 2023-12-31
  Vwm Advisors, Llc
  Houston, TX
• 2018-08-30 → 2023-08-21
  Osaic Services, Inc.
  Houston, TX
  Scottsdale, AZ
  Houston, TX
• 2007-04-17 → 2018-08-30
  Next Financial Group, Inc.
  Houston, TX
  Houston, TX
  Houston, TX
• 2006-09-18 → 2008-01-09
  Wealth Development Strategies Investment Advisory, Inc.
  Houston, TX
• 2004-11-19 → 2007-05-15
  1717 Capital Management Company
  Houston, TX
  Houston, TX
• 2002-07-31 → 2004-10-18
  Ameriprise Financial Services, Llc
  Houston, TX

Other Businesses

1) 08/2023 - VWM ADVISORS. LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Hrs per month 35 Hours Per Month- 7 Hours During Trading 2) 08/2023 - MICHAEL B. MCMAHON, MBA POSITION / Non-Variable Insurance / Investment Related / Start date 02/02/2002 - Hrs per month 4 3) 11/24/2025 - Michael B McMahon, MA, LPC. - Rep's Business - Therapist/LPC - Not Investment Related - Home Based - Start Date 11/01/2025 - 1 hour per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2002-07-30

Other Names

• Michael Brett Mcmahon
• Michael Brett Mc Mahon