William A Meyer
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 LLCAug 2023 to now
- West Virginia UniversityAug 2022 to Aug 2023
- Pelican ShopsMay 2022 to Aug 2022
- West Virginia UniversityAug 2021 to May 2022
- Pelican ShopsMay 2021 to Aug 2021
- West Virginia UniversityAug 2020 to May 2021
- Pelican ShopsMay 2020 to Aug 2020
- West Virginia UniversityAug 2019 to May 2020
- Stanton Ridge Country ClubJun 2019 to Aug 2019
- Hunterdon Central Regional High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7799513
- Firm CRD
- 6413