TrueAdvisor
TrueAdvisor
MM
MM

Michael Meehan

LPL Financial LLC
41 Years of Experience
Woburn, MA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Meehan is a registered investment advisor at LPL Financial LLC, based in Woburn, MA, with 41 years of industry experience. Michael 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100-M Tower Office Park, Woburn, MA, 01801

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2019
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael operates Meehan Financial Services as a DBA for his LPL business. He also sells non-variable insurance through Meehan Financial Services, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLC
May 2020 - Present · 6 yrs 5 mos
LPL Financial LLCBroker
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
Lincoln Financial Advisors Corporation
June 2016 - May 2020 · 3 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
June 2016 - May 2020 · 3 yrs 11 mos
Metlife Securities INC.
January 2015 - June 2016 · 1 yr 5 mos
Metlife Securities, INCBroker
January 2015 - June 2016 · 1 yr 5 mos
Baystate Wealth Management
October 2012 - June 2016 · 3 yrs 8 mos
New England Securities Corporation
September 2012 - January 2015 · 2 yrs 4 mos
New England SecuritiesBroker
August 2012 - January 2015 · 2 yrs 5 mos
1st Global Advisors INC
September 2010 - September 2012 · 2 yrs
1st Global Capital CORP.Broker
September 2010 - September 2012 · 2 yrs
LPL Financial Corporation
May 2006 - September 2010 · 4 yrs 4 mos
LPL Financial CorporationBroker
January 2003 - September 2010 · 7 yrs 8 mos
Signator Investors, INC.Broker
February 1996 - February 2003 · 7 yrs
John Hancock Mutual Life Insurance CompanyBroker
February 1996 - May 1997 · 1 yr 3 mos
Mony Securities CORP.Broker
February 1985 - February 1996 · 11 yrs
State Registrations17 states
AZCOCTFLMAMDMENCNENHNYORPARISCTXVT
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.
More Advisors
More financial advisors in Woburn, MA →All financial advisors in Massachusetts →