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Howard Meyerson

LPL Financial LLC
46 Years of Experience
San Diego, CA
1 DisclosureBroker
View SEC Summary
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Howard Meyerson is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 46 years of industry experience. Howard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

12520 High Bluff Dr. Suite 120, San Diego, CA, 92130

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 1999
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
December 2018 - Present · 7 yrs 10 mos
LPL Financial LLCBroker
December 2018 - Present · 7 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2007 - December 2018 · 11 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2007 - December 2018 · 11 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
November 2002 - October 2007 · 4 yrs 11 mos
A. G. Edwards & Sons, INC.
November 2002 - October 2007 · 4 yrs 11 mos
Donaldson Lufkin & Jenrette Securities Corporation
August 2002 - December 2002 · 4 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
August 1998 - December 2002 · 4 yrs 4 mos
Cibc Oppenheimer CORP.Broker
May 1992 - September 1998 · 6 yrs 4 mos
Painewebber IncorporatedBroker
February 1987 - June 1992 · 5 yrs 4 mos
Drexel Burnham Lambert IncorporatedBroker
August 1984 - March 1987 · 2 yrs 7 mos
A.G. Becker Paribas IncorporatedBroker
September 1983 - September 1984 · 1 yr
Bateman Eichler, Hill Richards, IncorporatedBroker
August 1980 - September 1983 · 3 yrs 1 mo
State Registrations9 states
CAFLMAMIMTNYRITXVA
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.
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