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Joseph Allen Mcclung Jr.

Advisor at LPL Financial — Berryville, AR

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Berryville, AR 72616

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,422 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Joseph Mcclung Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2011 and has a long-standing association with Cornerstone Bank, where he serves as a senior vice president and participates on management, benefits, and training committees. Outside of his advisory role, he owns and operates an automotive car wash business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, leveraging a national network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Berryville, AR

907 W. Trimble

Berryville AR 72616

Advisors at this office

1

Most active in

Arkansas · Texas

Work history

27 years of industry experience

LPL Financial

2011 - Present • 15 years

Eureka Springs, AR

Cornerstone Bank

1997 - Present • 29 years

Eureka Springs, AR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joe M

Series 63, Series 66

Eureka Springs, AR

CL Wealth Management LLC

Joe Murray is a financial advisor with CL Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Ifs Securities, Inc. Outside of his advisory work, he operates Eureka Designs, a resort service business offering historical walking tours, weddings, and jewelry sales in Holiday Island, Arkansas. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and access to the Envestnet platform, tailoring investment strategies through fundamental and technical analysis with a focus on both discretionary and non-discretionary management.

Options & derivatives strategies Tax-loss harvesting Wealth management
user avatar

Allen R

Series 63, Series 65

Berryville, AR

Benjamin F. Edwards & Company, Inc.

Allen Rogers is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 34 years of experience in the industry. He has been with Benjamin F. Edwards since 2016. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized investment strategies, along with ongoing due diligence and portfolio monitoring.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Mavis L

Series 63, Series 65

Berryville, AR

Benjamin F. Edwards & Company, Inc.

Mavis Lehr is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Benjamin F. Edwards since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Lehr also serves as a power of attorney for an investment-related matter outside of her advisory role. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies supported by an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

John R

Series 66

Blue Eye, MO

Edward Jones

John Rhodes is a financial advisor with Edward Jones, holding a Series 66 credential and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Rhodes is a martial arts instructor specializing in Kajukenpo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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