Hailee Meyer is a registered investment advisor at LPL Financial LLC, based in Galesburg, IL, with 1 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
1230 N. Henderson St, Galesburg, IL, 61401-1511
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hailee operates under the DBA F & M Investment Services and CBI Investment Services for her LPL business. She also owns farmland with her spouse and receives income from the US Farm Agency, and has financial institution duties at The Farmers and Mechanics Bank and CBI Bank & Trust, all requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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