Nick Meyers
Nick Meyers is a CFP-designated registered investment advisor at LPL Financial LLC, based in Cherry Hill, NJ, with 41 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
51 Haddonfield Rd Ste 260, Cherry Hill, NJ, 08002
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Regulatory History (1)
Customer Dispute
May 2010Other Business Activities
Nick operates WealthPilot Financial as a DBA for his LPL business at his reported business location. This activity is investment-related and part of his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations1 state
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.