JM
JM

John Meegan

42 Years of Experience
Timonium, MD
Broker

John Meegan is a registered investment advisor at LPL Financial LLC, based in Timonium, MD, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

201 W. Padonia Road, Suite 202, Timonium, MD, 21093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
LPL Financial LLC
January 2019 - Present · 7 yrs 6 mos
LPL Financial LLCBroker
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2006 - January 2019 · 13 yrs
Wells Fargo Clearing Services, LLCBroker
January 2006 - January 2019 · 13 yrs
Advest, INC.
July 2002 - January 2006 · 3 yrs 6 mos
Advest, INC.Broker
June 1994 - January 2006 · 11 yrs 7 mos
Smith Barney INC.Broker
July 1993 - July 1994 · 1 yr
Lehman Brothers INC.Broker
July 1983 - July 1993 · 10 yrs
State Registrations20 states
AZCADCFLGAILMAMDMEMNNCNJNYOHORPARITXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
John Meegan - Financial Advisor | TrueAdvisor