Adam Joseph Meyer

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → Present
  Prudential Insurance Company Of America
  Minster, OH
• 09/2012 → 11/2024
  Pruco Securities, Llc.
  Minster, OH
• 11/2024 → Present
  Lpl Enterprise, Llc
  Minster, OH

Previous Registrations

• 2016-11-15 → 2024-11-14
  Pruco Securities, Llc.
  Cincinnati, OH
  Minster, OH

Other Businesses

1) 09/30/2024- Forever Fit 24/7 LLC- Business Owner- Owner. Take care of membership, clean and repairing gym equipment and space-INV Related- At Minister, OH - Start date 03/01/2023- 4 HRS MTH- 0 HRS During Trading 2) 09/30/2024- WealthPoint Properties- Real Estate Rental- Owner. Property Management- INV Related- At Minister, OH- Start date 07/07/2023- 1 HRS MTH- 0 HRS During Trading 3) 09/30/2024- WealthPoint Financial Services- Business Owner- Owner. Facilitate meetings to discuss business activities- INV Related- At Minister, OH - Start date 09/26/2022- 1 HRS MTH- 0 HRS During Trading