Jeremy Meyer (CRD# 4310332) is an Investment Advisor Representative working at Lpl Financial LLC in Onley, VA and has over 17 years of experience in the finance industry.
CRD# 3214727
Investment Partners Asset Management
CRD# 1689525
Kingswood Wealth Advisors, LLC
CRD# 3099168
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Onley, VA | Sep 2019 - Current | 4 |
| Kestra Investment Services, LLC | Onley, VA | Dec 2016 - Sep 2019 | 2 |
| Lpl Financial LLC | Berlin, MD | Dec 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- MD
- VA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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