Antoine Meehan (CRD# 7192454) is an Investment Advisor Representative working at Lpl Financial LLC in Woburn, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Woodburn, MA | Jan 2024 - Current | < 1 |
Meehan Financial Services | Woburn, MA | May 2022 - Current | 2 |
Lpl Financial LLC | Woburn, MA | Aug 2022 - Mar 2023 | < 1 |
Brown Brothers Harriman | Boston, MA | Jan 2020 - Feb 2022 | 2 |
Unemployed | N/a, MA | Aug 2019 - Jan 2020 | < 1 |
Mfs LLC | Woburn, MA | May 2017 - Aug 2019 | 2 |
Elon University | Elon, NC | Aug 2015 - Jun 2019 | 3 |
Landmark Wealth Advisors | Woburn, MA | May 2018 - Aug 2018 | < 1 |
Pineview Highschool | Osprey, FL | Sep 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- MA
-
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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