David Meacham
David Meacham is a registered investment advisor at LPL Financial LLC, based in Scottsdale, AZ, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Scottsdale, AZ
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2021Customer Dispute
August 2019Other Business ActivitiesSells Insurance
David sells health insurance and Medicare supplements through Meacham Financial Consultants LLC, dedicating a few hours per week. He also uses Meacham Financial Consultants, LLC as a DBA for his LPL business, spending nearly full-time hours on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Centaurus Financial, INC.Broker
J.P. Turner & Company, L.L.C.Broker
Workman Securities CorporationBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Pruco Securities CorporationBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.