Vinita Marie Meizler
Investment adviser representative at LPL Financial LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- LPL Financial LLCJan 2025 to now
- Fox Financial Group - dba for LPL BusinessJan 2025 to now
- The Maries County BankJul 2021 to Jan 2025
- The Bank of MissouriApr 2019 to Jul 2021
- Collateral SpecialistsNov 2018 to Apr 2019
- The Bank of Missouri (formerly Mid America Bank and Trust Co)Apr 2013 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
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
- 6142662
- Firm CRD
- 6413