Denise Meraz, financial advisor Austin TX

Denise Meraz

CRD Number: 4239678
Current Firm: Lpl Financial LLC

Denise Meraz (CRD# 4239678) is an Investment Advisor Representative working at Lpl Financial LLC in Austin, TX and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Austin, TX Jul 2011 - Current 9
Texans Credit Union Austin, TX Jan 2006 - Jul 2011 5
Cuna Brokerage Services, Inc. Austin, TX Aug 2003 - Jul 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Denise Meraz
Phone Number: 704-733-3300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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