Matthew Meyer
Matthew Meyer is a registered investment advisor at LPL Financial LLC, based in Centerville, OH, with 15 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
60 S Main Street, Centerville, OH, 45458
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Regulatory History
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 ActivitiesSells Insurance
Matthew is involved in several investment-related activities, including DBAs for LPL business, serving as an IAR for Stratos Wealth Partners, and owning JKS Capital LLC for tax/investment purposes. He also earns non-variable insurance trails and works as an agent for non-variable insurance, dedicating a few hours per week, and owns rental real estate.
Employment History
Current Registrations
LPL Financial LLCBroker
Stratos Wealth Partners, LTD
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations13 states
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