Jeffery Alex Mckannay

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

• 03/1999 → Present
  Bwc Investment Services, Inc.
  Pittsburg, CA
• 07/2023 → Present
  Lpl Financial Llc
  Brentwood, CA

Previous Registrations

• 2008-04-29 → 2023-07-19
  Bancwest Investment Services, Inc.
  Pittsburg, CA
  Walnut Creek, CA
  Antioch, CA
  Pittsburg, CA
  Brentwood, CA
  Oakley, CA
  Antioch, CA
  Berkeley, CA
  Pinole, CA
  Pleasanton, CA
  Walnut Creek, CA
  Livermore, CA
  Danville, CA
  Antioch, CA
  Oakley, CA
  Pittsburg, CA
  Brentwood, CA
  Dublin, CA
  Oakland, CA
  Orinda, CA
  Brentwood, CA

Other Businesses

1. 05/11/2023 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-02-23