George Meehan
George Meehan is a registered investment advisor at LPL Enterprise, LLC, based in Tampa, FL, with 13 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
4010 W. Boy Scout Blvd., Suite 1075, Tampa, FL, 33607
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Regulatory History (1)
Customer Dispute
July 2025Other Business ActivitiesSells Insurance
George is involved in several outside business activities. He works with non-variable insurance and group health plans, provides political consulting, co-owns real estate rental property, and is a loanee/borrower via inheritance.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations14 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.