Douglas Meck is a registered investment advisor at LPL Financial LLC, based in Seattle, WA, with 6 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
Seattle, WA
Get directionsHistory
Regulatory History (1)
Criminal
October 1976Other Business Activities
Douglas owns rental real estate, dedicating minimal time to it. He also works as a Tax Director for Greenwood Ohlund & Co LLP, spending nearly all of his time on this role.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
State Registrations3 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.
Exams
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