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Meghan Hyland Dakan

LPl Financial LLC

Hillsdale, NJ

Fort Mill, SC

CRD 4561743

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-04-19
  • NJ RA
    APPROVED
    Since 2021-04-19

Branch Locations

Hillsdale, NJ • United States

1055 Lpl Way, Fort Mill, SC 29715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Weehawken NJ 08/2014 04/2021
Lpl Financial Llc Hillsdale NJ 04/2021 Present
  • 08/2014 → 04/2021
    Ubs
    Weehawken, NJ
  • 04/2021 → Present
    Lpl Financial Llc
    Hillsdale, NJ
Previous Registrations
  • 2014-08-15 → 2021-04-19
    Ubs Financial Services Inc.
    Weehawken, NJ
    Weehawken, NJ
    Weehawken, NJ
    Weehawken, NJ
    Weehawken, NJ
    Weehawken, NJ
    Weehawken, NJ
    Weehawken, NJ
  • 2003-12-17 → 2014-08-29
    Credit Suisse Securities (Usa) Llc
    New York, NY
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-16
S63 Uniform Securities Agent State Law Examination 2003-04-14
  • S66 Uniform Combined State Law Examination
    2003-12-16
  • S63 Uniform Securities Agent State Law Examination
    2003-04-14
Other Names
  • Meghan Johnna Hyland
  • Meghan Johnna Dakan
  • Meghan H Dakan

View on SEC IAPD

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