TrueAdvisor
TrueAdvisor
MY
CFP
MY
CFP

Meeta Yadava

LPL Financial LLC
25 Years of Experience
West Palm Beach, FL
Broker
View SEC Summary
View SEC Summary

Meeta Yadava is a CFP-designated registered investment advisor at LPL Financial LLC, based in West Palm Beach, FL, with 25 years of industry experience. Meeta is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

777 S Flagler Drive, West Palm Beach, FL, 33401

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Meeta has several business activities, including a role at BMO Bank NA, Skegemog Properties INC, a real estate license, real estate rentals through Taransh LLC and another rental property, and Vistara LLC. Meeta spends minimal time on the Taransh LLC rental activity.

Employment History
Current Registrations
LPL Financial LLC
March 2021 - Present · 5 yrs 7 mos
LPL Financial LLCBroker
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
BMO Harris Financial Advisors, INC.Broker
February 2012 - March 2021 · 9 yrs 1 mo
BMO Harris Financial Advisors, INC
January 2012 - March 2021 · 9 yrs 2 mos
Fifth Third Securities, INC.
February 2009 - July 2010 · 1 yr 5 mos
Fifth Third Securities, INC.Broker
February 2008 - July 2010 · 2 yrs 5 mos
Fifth Third Securities, INC.Broker
June 2005 - November 2007 · 2 yrs 5 mos
Citicorp Investment ServicesBroker
August 1999 - June 2005 · 5 yrs 10 mos
State Registrations2 states
FLIL
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in West Palm Beach, FL →All financial advisors in Florida →