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Brad Meador

14 Years of Experience
Shiloh, IL
Broker

Brad Meador is a registered investment advisor at LPL Financial LLC, based in Shiloh, IL, with 14 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

1770 Frank Scott Pkwy East, Shiloh, IL, 62269

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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.

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Other Business Activities

Brad is involved in several business activities, including MyCityApp.com, BOS Investment Services and BOS Wealth & Planning (DBAs for LPL business), BradsTreasureChest.com (an online store), and Bank of Springfield. He dedicates nearly full-time hours to BOS Wealth & Planning and minimal time to the other activities.

Employment History
Current Registrations
LPL Financial LLCBroker
September 2019 - Present · 6 yrs 8 mos
LPL Financial LLC
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
VALIC Financial Advisors, INC.Broker
March 2018 - August 2019 · 1 yr 5 mos
VALIC Financial Advisors, INC.
March 2018 - August 2019 · 1 yr 5 mos
Scottrade Investment Management
January 2017 - March 2018 · 1 yr 2 mos
Scottrade, INC.Broker
March 2016 - March 2018 · 2 yrs
Wells Fargo Advisors, LLC
November 2013 - March 2016 · 2 yrs 4 mos
Wells Fargo Advisors, LLCBroker
November 2013 - March 2016 · 2 yrs 4 mos
Edward Jones
April 2009 - November 2011 · 2 yrs 7 mos
Edward JonesBroker
March 2009 - November 2011 · 2 yrs 8 mos
State Registrations7 states
FLGAILINKYMOTX
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.
Brad Meador - Financial Advisor | TrueAdvisor