Gregory Williamambrose Meehan

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

• 11/1998 → Present
  Lpl Financial Llc (Formerly: Linsco/Private Ledger Corp.)
  Tranquility, NJ

Previous Registrations

• 2004-02-25 → 2011-01-28
  Skylands Financial Advisors, Llc
  Newton, NJ

Other Businesses

(1) 1/26/2006: Gregory Meehan, CDFA - Other-Divorce Planning - Time Spent 10% - Certified Divorce Financial Analyst - assisting individuals or couples in the financial mediation of divorce. GREGORY MEEHAN, CDFA - DIVORCE PLANNING - 10% OF TIME (2) 12/22/2007: Gregory Meehan - Investment Related - Tax Prep/Accounting/CPA - Time Spent 10% - Fed & state tax returns. (3) 05/02/2016 * Gregory Meehan * Tax Prep/Accounting/CPA * not inv rel * at reported business location(s) * CFP, RTRP, income tax preparation. I do not market under my LPL DBA. I market my tax services as a CFP. No. * start 01/01/2003 * 4 hrs/mo.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-02-02

Designations

• Certified Financial Planner

Other Names

• Gregory Williamambrose Meehan