Clifford Joseph Meditz

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:

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

Current Employers

Employment History

• 12/2004 → Present
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  Merrick, NY

Other Businesses

1. 4/15/2005 - MEDITZ GROUP INCORPORATED - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 4/15/2014 - Ideal Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams

• S66 Uniform Combined State Law Examination
  2000-07-21
• S63 Uniform Securities Agent State Law Examination
  1998-10-15

Other Names

• Cip Meditz
• Kip Meditz