Howard Meyerson
Howard Meyerson is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 45 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
12520 High Bluff Dr. Suite 120, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 1999Other Business Activities
Howard operates under two DBAs for his LPL business: Future View Wealth Management since 2019, dedicating nearly full-time hours, and High Bluff Private Wealth since 2023, dedicating about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Donaldson Lufkin & Jenrette Securities Corporation
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Cibc Oppenheimer CORP.Broker
Painewebber IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
A.G. Becker Paribas IncorporatedBroker
Bateman Eichler, Hill Richards, IncorporatedBroker
State Registrations8 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.