Gary Meagher is a CFP-designated registered investment advisor at LPL Financial LLC, based in Renton, WA, with 41 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
900 SW 16th St Ste 320, Renton, WA, 98057
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2019Other Business Activities
Gary is doing business as Meagher Financial Group, LLC, which is an entity for his LPL business. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Cuso Financial Services, L.P.Broker
Financial Network Investment CorporationBroker
CUNA Brokerage Services, INC.Broker
Optimus Financial Group, INC.Broker
Integrated Resources Equity CorporationBroker
Financial Planners Equity CorporationBroker
Waddell & Reed, INC.Broker
State Registrations13 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.
Exams
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