Margaret O'meara is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ponte Vedra, FL, 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
Ponte Vedra, FL
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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.
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Margaret operates under the DBA O'Meara Financial Group for her LPL business since 2004. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
O'meara Financial Group, INC.
O'meara Financial Group, INC.
Main Street Management Company
Main Street Management CompanyBroker
Fidelity Investments Institutional Services Company, INC.Broker
Nathan & Lewis Securities, INC.Broker
Painewebber IncorporatedBroker
State Registrations15 states
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