Ramon Mejia
Ramon Mejia is a registered investment advisor at LPL Financial LLC, based in Columbia, SC, with 10 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
121 Sparkleberry Crossing Rd, 100 C&D, Columbia, SC, 29229
Get directionsHistory
Regulatory History (1)
Criminal
September 2002Other Business ActivitiesSells Insurance
Ramon owns RM Mejia Tax & Accounting Svcs LLC, providing tax preparation and accounting services, and Ascend Financial Services, LLC, offering investment advisory services and products. Ramon also works as a notary public and sells life/health insurance and fixed annuities through Ascend Financial Services, LLC, dedicating nearly full-time hours to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations2 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.