Merra Lee Moffitt, financial advisor Wyomissing PA
96 score

Merra Lee Moffitt

CRD Number: 4533505
Current Firm: Lpl Financial LLC

Merra Lee Moffitt (CRD# 4533505) is an Investment Advisor Representative working at Lpl Financial LLC in Wyomissing, PA and has over 14 years of experience in the finance industry. Merra Lee Moffitt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Good Life Advisors Wyomissing, PA Dec 2014 - Current 2
Lpl Financial LLC Wyomissing, PA Feb 2012 - Current 4
Private Advisor Group, LLC Wyomissing, PA Feb 2012 - Dec 2014 2
Various Insurance Carriers For W & R Insurance Agencies Pottstown, PA Jul 2002 - Feb 2012 9
Capture Profits, LLC Pottstown, PA Jan 2005 - Jan 2012 7
Waddell & Reed, Inc. Wyomissing, PA May 2002 - Jan 2012 9
Capture Profits Bernville, PA Jan 2005 - Mar 2008 3
The Topical Agent Reading, PA Mar 2004 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2002
Contact Info for Merra Lee Moffitt
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • PA
  • TX
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
96
Clean Record
This advisor has a clean track record with regulators.

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