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Darren Meyer

LPL Financial LLC
24 Years of Experience
Greenwood Village, CO
1 DisclosureBroker
View SEC Summary
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Darren Meyer is a registered investment advisor at LPL Financial LLC, based in Greenwood Village, CO, with 24 years of industry experience. Darren 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

8400 E Prentice Ave, Ste 1010, Greenwood Village, CO, 80111

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Darren is associated with four entities: D Meyer LLC, Everest Wealth Advisors (DBA for LPL business), Meyer Family Enterprises LLC, and Meyer Cox & Associates LLC. These entities are primarily for tax/investment purposes or related to his LPL business.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLC
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & ReedBroker
August 2007 - July 2021 · 13 yrs 11 mos
Waddell & Reed
August 2007 - July 2021 · 13 yrs 11 mos
Ameriprise Financial Services, INC.
August 2002 - August 2007 · 5 yrs
Ameriprise Financial Services, INC.Broker
August 2002 - August 2007 · 5 yrs
Ids Life Insurance CompanyBroker
August 2002 - July 2006 · 3 yrs 11 mos
State Registrations32 states
AKARAZCACOCTFLIAILINKSMAMDMNMOMTNCNENMNVNYOHOKORSCSDTNTXUTVAWAWI
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.
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