David Meade is a registered investment advisor at LPL Financial LLC, based in Plainville, CT, with 27 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
378 New Britain Ave, Plainville, CT, 06062
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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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David operates under several DBAs for his LPL business, including Financial Resources Group, American Eagle Financial Services, American Eagle Investment Services, and Meade Wealth Management. He dedicates full-time hours to these activities, and even more during securities trading for Meade Wealth Management.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
People's Securities, INC.
People's Securities, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Phoenix Equity Planning CorporationBroker
Fidelity Brokerage Services, INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations16 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.