Joseph Scott Mcrae

Current Employers

Employment History

• 06/2008 → Present
  Lpl Financial, Llc
  Plymouth, MN
• 01/2014 → Present
  Vpwm Advisors Llc
  Plymouth, MN

Other Businesses

(1) 05/29/2008: No Business Name - Tax Prep/Accounting/CPA - INV REL - At Reported Business Location(s) - My wife operates her own advertising/marketing firm named Visivox and I help her pay bills and prepare her financial reports for our accountant - 3% Time Spent (2) 10/30/2008: No Business Name - Non-Variable Insurance - INV REL - At Reported Business Location(s) - I would like to be able to offer individual and group health insurance to customers as appropriate - 5% Time Spent (3) 03/03/2009: No Business Name - Non-Variable Insurance - INV REL - At Reported Business Location(s) - I would like to be able to get appointed with insurance companies that LPL doesn't have a selling agreement with in order to offer fixed life (term/UL) and disability insurance. I'd also like to be able to take over as agent of record for policies. - 5% Time Spent (4) 07/25/2012: Vantage Point Wealth Management - Non-Variable Insurance DBA - Vantage Point Wealth Management - INV REL - At Reported Business Location(s) - I will be rebranding from my current DBA (McRae Wealth Management) along with several other advisors in my branch to a new "unified" DBA for my LPL business and for fixed insurance business outside of LPL. - 95% Time Spent (5) 05/28/2013: McRae Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - INV REL - At Reported Business Location(s) - This is an LLC that I have set up for tax purposes only. I will be having LPL deposit my comp into this account and paying myself out from there. - 5% Time Spent (6) 06/22/2016: VPWM Advisors LLC - Registered Investment Advisor - INV REL - Start 06/02/2016 - 505 N. Hwy 169, Suite 260, Plymouth, MN 55441 - Our branch as created a Registered Investment Advisor and will be converting to the Hybrid RIA business model. The RIA will provide asset management through the LPL Custodied platform and will have some outside third party agreements like LPL. - 100 Hr/Mo; 100 During Secs Trdg Hrs. (7) 10/16/2020 - No Business Name - Investment Related - Deephaven, MN 55331 - Real Estate Rental - Started 10/01/2020 - 15 Hours Per Month/0 Hours During Securities Trading - Bought a single family home and intend to offer it as a rental home.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-02
• S63 Uniform Securities Agent State Law Examination
  1990-08-28