Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2008-02-11
  • NC RA
    APPROVED
    Since 2008-02-11

Branch Locations

907 N Walnut St, Lumberton, NC 28358 • United States

3120 S Church St Ste 101, Burlington, NC 27215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
S Preston Douglas & Associates Llp Lumberton NC 01/1988 Present
Lpl Financial Llc Burlington NC 01/2008 Present
  • 01/1988 → Present
    S Preston Douglas & Associates Llp
    Lumberton, NC
  • 01/2008 → Present
    Burlington, NC
Previous Registrations
  • 2004-09-02 → 2008-02-06
    Avantax Advisory Services
    Lumberton, NC
  • 2003-09-05 → 2004-08-27
    Osaic Fs, Inc.
    Lumberton, NC
Other Businesses

1. 2/11/2008 - Duncan McLean Properties, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - AT REPORTED BUSINESS LOCATION - Duncan Mclean Properties, LLC. Company operates as partnership and owns three lots on Bald Head Island NC for investment only. I prepare tax return for entity - 1% TIME SPENT. 2. 02/11/2008 - NO BUSINESS NAME - Real Estate Rental - INV REL - AT REPORTED BUSINESS LOCATION - McLean Family Properties, LLC rents self storage units in Lumberton, NC. I am a member of the organization and only participate in preparation of tax returns and long range planning with other members. Charwill Self Storage 2171 Gavintown Road - 1% TIME SPENT. 3. 02/11/2008 - NO BUSINESS NAME - Community, Civic and Charitable Board - NOT INV REL - AT REPORTED BUSINESS LOCATION - Pinecrest County Club - a non profit private country club. I am a Director and President of the organization. I sign checks, prepare financial statement, and prepare tax returns. I am a Director and President of the organization. I sign checks - 1% TIME SPENT. 4. 02/11/2008 - S. Preston Douglas & Associates, LLP - CPA Affiliate Program - INV REL - AT REPORTED BUSINESS LOCATION - S. Preston Douglas & Associates, LLP - Certified Public Accounts. I am one of five managing partners, Managing partners manage all activities of firm. My duties include income tax preparation and planning, accounting, audit, and bookkeeping, and - 95% TIME SPENT. 5. 02/11/2008 - NO BUSINESS NAME - Real Estate Rental - INV REL - AT REPORTED BUSINESS LOCATION - Merchants Storage, LLP - rents three commercial buildings. I own 10% of company and I pay and prepare tax returns. Roland, NC, 121 Cold Storage Rd, Lumberton, NC, Wadesboro, NC - 1% TIME SPENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-02-24
  • S66 Uniform Combined State Law Examination
    2003-02-24
Other Names
  • Buddy Mclean
  • Culbert Mcsween Mclean

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lumberton, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor