Lars Edward Meiman
Investment adviser representative at Legacy Financial Advisors, Inc.
12 yearsExperience
1 stateRegistered in
CFADesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Legacy Financial Advisors, Inc.Jul 2020 to now
- UnemployedMar 2020 to Jul 2020
- Merrill LynchAug 2019 to Mar 2020
- The Kroger Co.May 2019 to Aug 2019
- Merrill LynchSep 2018 to May 2019
- Full Time EducationJun 2018 to Aug 2018
- Fidelity InvestmentsSep 2017 to Jun 2018
- DhlNov 2016 to Nov 2017
- Full Time EducationMay 2014 to Nov 2016
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (KY).
Legacy Financial Advisors, Inc.
$1.5BAssets managed
1,065Clients
13Advisers
15 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
- 7035553
- Firm CRD
- 158675