Jeff McMahon
Wealth Advisor at LPL Financial
- Role
- Wealth Advisor at LPL Financial
- Location
- New Alexandria, VA, US
- LinkedIn followers
- 500 followers
About Jeff McMahon
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC• For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Wealth Advisor
Dec 2012 — Present · Alexandria, VA, US
Experienced Wealth Advisor beginning 23rd year as a Licensed Advisor. Specialize in Retirement Planning, Retirement Rollovers, Long-term Investment Planning, and current income generation. Focused on Individual and Small Businesses as current and prospective clients.
Education
Carnegie Mellon University
Bachelor of Science - BS, Managerial Economics - Graduated with University Honors
1980 — 1984
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