William Meyer (CRD# 7799513) is an Investment Advisor Representative working at Lpl Financial LLC in Flemington, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Flemington, NJ | Aug 2023 - Current | < 1 |
| West Virginia University | Morgantown, WV | Aug 2022 - Aug 2023 | 1 |
| Pelican Shops | Whitehouse Station, NJ | May 2022 - Aug 2022 | < 1 |
| West Virginia University | Morgantown, WV | Aug 2021 - May 2022 | < 1 |
| Pelican Shops | Whitehouse Station, NJ | May 2021 - Aug 2021 | < 1 |
| West Virginia University | Morgantown, WV | Aug 2020 - May 2021 | < 1 |
| Pelican Shops | Whitehouse Station, NJ | May 2020 - Aug 2020 | < 1 |
| West Virginia University | Morgantown, WV | Aug 2019 - May 2020 | < 1 |
| Stanton Ridge Country Club | Whitehouse Station, NJ | Jun 2019 - Aug 2019 | < 1 |
| Hunterdon Central Regional High School | Flemington, NJ | Aug 2015 - Jun 2019 | 3 |
| Jp Case Middle School | Flemington, NJ | Aug 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- NJ
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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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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