John Meinert
John Meinert is a registered investment advisor at LPL Financial LLC, based in Long Beach, CA, 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
5000 E Spring St, Suite 340, Long Beach, CA, 90815
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2003Other Business Activities
John operates Meinert Wealth Management LLC as a DBA for his LPL business since 2015. This is simply a DBA.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations14 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.