Paul Meyers is a registered investment advisor at LPL Financial LLC, based in Bismarck, ND, 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
120 N 3rd St., Bismarck, ND, 58501
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2023Customer Dispute
May 2011Customer Dispute
July 2009Customer Dispute
April 2006Other Business Activities
Paul operates under the DBA Legacy Wealth Management for his LPL business since 2010. He also owns D.R.O. Productions Inc since 2004, but this is not investment related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Wealth Enhancement Brokerage Services, LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 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.