LM
LM

Luke Meekins

32 Years of Experience
Boston, MA
1 DisclosureSells Insurance

Luke Meekins is a registered investment advisor at Fleetstar Financial, based in Boston, MA, with 32 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $740K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$123K average
Assets Under Management
$736K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.10%
$3M+0.50%

Fees for related accounts may be negotiable for purposes of calculating assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

One Thompson Square, Suite 204, Boston, MA, 02129

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.
Regulatory
February 2006
Final
Other Business ActivitiesSells Insurance

Luke is the managing director of Fleetstar Financial, LLC, focusing on securities and insurance, which takes about half of his time. He also dedicates about a quarter of his time to insurance sales and another quarter to his role as an investment advisor representative at Fleetstar Advisors, LLC. Luke spends minimal time lecturing on course material.

Employment History
Current Registrations
Fleetstar Financial
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
Kovack Advisors, INC.
August 2006 - July 2018 · 11 yrs 11 mos
Rk Advisors
April 2006 - August 2006 · 4 mos
Kovack Securities INC.Broker
March 2006 - November 2021 · 15 yrs 8 mos
Linsco/private Ledger CORP.
January 2006 - April 2006 · 3 mos
Linsco/private Ledger CORP.Broker
November 2004 - April 2006 · 1 yr 5 mos
Banc of America Investment Services, INC.
October 2004 - November 2004 · 1 mo
Banc of America Investment Services, INC.Broker
October 2004 - November 2004 · 1 mo
Quick & Reilly, INC.
July 2003 - October 2004 · 1 yr 3 mos
Quick & Reilly, INC.Broker
September 2000 - October 2004 · 4 yrs 1 mo
Fis Securities, INC.Broker
January 1996 - September 2000 · 4 yrs 8 mos
440 Financial Distributors, INC.Broker
February 1995 - December 1995 · 10 mos
Nylife Securities INC.Broker
February 1994 - January 1995 · 11 mos
State Registrations6 states
CTFLMANCNHTX
Advisor

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.
Luke Meekins - Financial Advisor | TrueAdvisor