Mesmin Pelerin is a registered investment advisor at LPL Financial LLC, based in Marlton, NJ, with 34 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
Marlton, NJ
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Regulatory History
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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Mesmin operates Pelerin Wealth Management as a DBA for his LPL business and serves as a FINRA non-public arbitrator. He is also a silent partner doing bookkeeping for Joseph Raymond Holding LLP, a real estate rental business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
PNC Investments
PNC InvestmentsBroker
Hilliard Lyons Asset Management
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
Republic Financial Services CorporationBroker
Dime Securities of Ny, INC.Broker
Invest Financial CorporationBroker
State Registrations8 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.