Emily Meredith
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCOct 2024 to now
- Land Fitness CoachingJan 2024 to now
- Cardinal SnacksOct 2020 to now
- Northwestern Mutual Wealth Management CompanyJun 2022 to Oct 2024
- Northwestern Mutual Investment Services LLCMay 2022 to Oct 2024
- Steven RyanMay 2022 to Oct 2024
- Raymond James Financial Services, IncFeb 2021 to Apr 2022
- Nelson Financial Service, IncAug 2020 to Apr 2022
- Cooperative Producers IncJul 2018 to Aug 2020
- Bank of DoniphanFeb 2018 to Oct 2018
- Central Community CollegeAug 2016 to May 2018
- Dicks Sporting GoodsAug 2016 to Jul 2017
- Preisendorf FarmsJun 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 7290519
- Firm CRD
- 6413