Monte Meier, financial advisor Park City UT
93 score

Monte Meier

CRD Number: 3157991
Current Firm: Lpl Financial LLC

Monte Meier (CRD# 3157991) is an Investment Advisor Representative working at Lpl Financial LLC in Park City, UT and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Park City, UT Feb 2015 - Current 1
Monte Meier Park City, UT Jan 2005 - Current 11
Waddell & Reed, Inc. Cottonwood Heights, UT Jul 2012 - Jan 2015 2
Various Insurance Carriers For W&r Insurance Agencies Park City, UT Jul 2012 - Jan 2015 2
Edward Jones St Louis, MO Jul 2010 - Jul 2012 2
The Home Depot Park City, UT Sep 2001 - Jul 2010 8
U.s. Ski Team Park City, UT Jun 1991 - Jul 2010 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for Monte M. Meier
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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