Leo Meany
Leo Meany is a registered investment advisor at LPL Financial LLC, based in Murfreesboro, TN, with 29 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
154 Cason Lane, Murfreesboro, TN, 37128
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Leo is a board member for the Foundation for the College System of Tennessee, a charitable organization, dedicating a few hours per week. Leo also receives compensation from investment-related sales of insurance and annuities through the firm and its affiliated entities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
First Horizon Advisors, INC
Ftb Advisors, INC.
First Horizon Advisors, INC.Broker
Ftb Advisors, INC.
Investment Advisors
Proequities, INC.Broker
Investment Advisors
Proequities, INC.Broker
Proequities, INC.Broker
State Registrations7 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.