Meredith Elizabeth Marchand

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Akron, OH
• 11/2016 → 12/2019
  Wells Fargo Clearing Services, Llc
  Akron, OH
• 12/2019 → Present
  Lpl Financial, Llc
  Akron, OH

Previous Registrations

• 2003-07-01 → 2019-12-18
  Wells Fargo Clearing Services, Llc
  Akron, OH
  Akron, OH
  Akron, OH
• 1999-09-12 → 2003-07-01
  Prudential Equity Group, Llc
  Akron, OH

Other Businesses

1. 12/13/2019 - STRATOS WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ AKRON, OH 2. 12/31/2020 - Marchand Wealth Management Team - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/16/2020 - 40 Hours Per Month/40 Hours During Securities Trading. 3. 10/17/2022 - Marchand Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/30/2022 - 40 Hours Per Month/40 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-26
• S63 Uniform Securities Agent State Law Examination
  1996-04-01

Other Names

• Meredith E Marchand