Seth Jarrett Meyers
Investment adviser representative at LPL Financial LLC
21 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- LPL Financial LLCMay 2025 to now
- Operate Tower Oaks Testing LLC Testing CenterJun 2021 to now
- Gem Financial ServicesApr 2020 to now
- Air Wisconsin AirlineJan 2020 to now
- Open AirSep 2018 to now
- Ascent Financial ManagementJan 2005 to now
- Grove Point Advisors, LLCApr 2021 to May 2025
- Grove Point Investments, LLCMar 2020 to May 2025
- Guardian Life InsuranceDec 2016 to Mar 2018
- Guardian Life InsOct 2016 to Apr 2018
- Park Avenue SecuritiesOct 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MD).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4404492
- Firm CRD
- 6413