Peter Meeks
Peter Meeks is a registered investment advisor at LPL Financial LLC, based in Sandy Springs, GA, with 37 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
1117 Perimeter Center West, Suite N-111, Sandy Springs, GA, 30338
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2002Customer Dispute
December 2000Other Business Activities
Peter operates Sandy Springs Private Wealth Management, LLC as a DBA for his LPL business, dedicating full-time hours to it. He also uses Meeks Investment Management Inc. as a business entity for tax and investment purposes, also dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Interstate/johnson Lane CorporationBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Mesa Securities CorporationBroker
F.D. Roberts Securities, INC.Broker
State Registrations18 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.