Meredith Marchand
Meredith Marchand is a registered investment advisor at LPL Financial LLC, based in Fort Myers, FL, with 30 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
1520 Royal Palm Square Blvd, Ste 220, Fort Myers, FL, 33919
Get directionsHistory
Regulatory History (2)
Criminal
March 2005Criminal
September 2004Other Business Activities
Meredith operates under Stratos Wealth Management and Marchand Wealth Management Team/Marchand Wealth Management as DBAs for her LPL business. She dedicates about a quarter of her time to Marchand Wealth Management Team and Marchand Wealth Management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations18 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.