Meghan Dakan, financial advisor Hillsdale NJ

Meghan Dakan

CRD Number: 4561743
Current Firm: Lpl Financial LLC

Meghan Dakan (CRD# 4561743) is an Investment Advisor Representative working at Lpl Financial LLC in Hillsdale, NJ and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Hillsdale, NJ Apr 2021 - Current 2
Ubs Weehawken, NJ Aug 2014 - Apr 2021 6
Credit Suisse Securities (usa) LLC New York, NY Aug 2004 - Aug 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2003
S66 NASAA Uniform Combined State Law Examination Dec 2003
Contact Info for Meghan H. Dakan
Phone Number: 704-733-3300
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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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