DM
DM

Darren Meyer

23 Years of Experience
Greenwood Village, CO
1 DisclosureBroker

Darren Meyer is a registered investment advisor at LPL Financial LLC, based in Greenwood Village, CO, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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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
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 · 4 yrs 10 mos
LPL Financial LLC
July 2021 - Present · 4 yrs 10 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 Registrations31 states
AKARAZCACOCTFLIAILINKSMAMDMNMTNCNENMNVNYOHOKORSCSDTNTXUTVAWAWI
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.