Best Investors Account Sign in

Joseph Meccia

LPl Financial LLC

Seminole, FL

Fort Mill, SC

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-04-25
FL RA APPROVED 2018-01-08
  • TX RA
    APPROVED_RES
    Since 2018-04-25
  • FL RA
    APPROVED
    Since 2018-01-08

Branch Locations

13912 Dominica Drive, Seminole, FL 33776 • 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
Invest Financial Corp Tampa FL 04/2007 12/2017
Lpl Financial Llc Seminole FL 12/2017 Present
  • 04/2007 → 12/2017
    Invest Financial Corp
    Tampa, FL
  • 12/2017 → Present
    Lpl Financial Llc
    Seminole, FL
Previous Registrations
  • 2015-01-22 → 2017-12-07
    Invest Financial Corporation
    Fort Lauderdale, FL
    South Miami, FL
    Clearwater, FL
    Spring Hill, FL
    Coral Gables, FL
    Appleton, WI
    Clearwater, FL
  • 2000-12-18 → 2005-11-02
    Morgan Stanley Dw Inc.
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-05
S63 Uniform Securities Agent State Law Examination 2006-02-09
  • S65 Uniform Investment Adviser Law Examination
    2014-12-05
  • S63 Uniform Securities Agent State Law Examination
    2006-02-09
Other Names
  • Joseph M Meccia

View on SEC IAPD

Other Firms

CROSSPLAN MONEY MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TARGETED FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
FLORIO WEALTH MANAGEMENT, LLC

Other Investors

JOHN RANDOLPH PALM
ALBERT BERYL LEWIS
RAYMOND RUSSELL MCKENNEY
JILL LINDA GIBB
Jake Robert Rubin
ALAN RUBIN
Aaron Edwin Middleton
Lisa Galish

Other Offices

CROSSPLAN MONEY MANAGEMENT · SEMINOLE, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Seminole, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SEMINOLE, FL
TARGETED FINANCIAL SERVICES, LLC · SEMINOLE, FL
LPL ENTERPRISE, LLC · SEMINOLE, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Seminole, FL
CETERA INVESTMENT ADVISERS LLC · SEMINOLE, FL
FLORIO WEALTH MANAGEMENT, LLC · SEMINOLE, FL

More in Seminole, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor