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Gregory Meehan

LPL Financial LLC
31 Years of Experience
Hackettstown, NJ
Broker
View SEC Summary
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Gregory Meehan is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hackettstown, NJ, with 31 years of industry experience. Gregory 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
28129 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
—
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Location

1001 Route 517, Hackettstown, NJ, 07840-2730

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Gregory is a Certified Divorce Financial Analyst, spending about 10% of his time assisting individuals or couples in divorce mediation. He also prepares federal and state tax returns, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLC
May 2002 - Present · 24 yrs 5 mos
LPL Financial LLCBroker
November 1998 - Present · 27 yrs 11 mos
Previous Registrations
Skylands Financial Advisors, LLC
February 2004 - January 2011 · 6 yrs 11 mos
Linsco/private Ledger CORP.Broker
January 1998 - July 1998 · 6 mos
Fiserv Investor Services, INC.Broker
September 1997 - January 1998 · 4 mos
Link Investment Services, INC.Broker
December 1994 - September 1997 · 2 yrs 9 mos
State Registrations4 states
FLNJPATX
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.
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