Meredith Ferguson is a registered investment advisor at LPL Financial LLC, based in Chatham, IL, 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
1140 Commercial Court, Chatham, IL, 62629
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Meredith operates BOS Asset Management, LLC/ DBA for LPL Business and BOS Investment Services, dedicating nearly full-time hours to these investment-related activities. She also has a financial institution duty at Bank Of Springfield, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Mwa Financial Services, INC.
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities IncorporatedBroker
Prudential Securities Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.