Ronald Meckler
Ronald Meckler is a registered investment advisor at LPL Financial LLC, based in Houston, TX, with 26 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
3120 Southwest Fwy Ste 500, Houston, TX, 77098
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Regulatory History (1)
Customer Dispute
April 2006Other Business ActivitiesSells Insurance
Ronald operates Sovereign Wealth Advisors as a DBA for his LPL business, dedicating full-time hours to it. He also sells non-variable insurance from home, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Southwest Securities, INC.Broker
Southwest Securities, INC.
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Painewebber IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations8 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.