Edward Meracle
Edward Meracle is a registered investment advisor at LPL Financial LLC, based in Highlands Ranch, CO, with 25 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
8744 Kendrick Castillo Way, Suite 535, Highlands Ranch, CO, 80129
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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
Edward operates RMW Financial Group as a DBA for his LPL business and is also the Chief Operating Officer of RMW Financial Group, taking about a third of his time. He also sells non-variable insurance products and provides tax preparation/accounting services through Zortman Tax Service, dedicating about half of his time to the latter.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
Country Trust Bank
Country Capital Management CompanyBroker
Country Capital Management CompanyBroker
State Registrations6 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.