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Margaret Kelly O'MEara

LPl Financial LLC

Ponte Vedra, FL

CRD 2690261

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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:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-13
NJ RA APPROVED 2004-04-28
  • FL RA
    APPROVED
    Since 2021-07-13
  • NJ RA
    APPROVED
    Since 2004-04-28

Branch Locations

Ponte Vedra, FL • 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
Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) Red Bank NJ 04/2004 Present
  • 04/2004 → Present
    Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
    Red Bank, NJ
Previous Registrations
  • 2008-06-23 → 2008-12-31
    O'MEara Financial Group, Inc.
    Red Bank, NJ
  • 2004-04-26 → 2006-12-31
    O'MEara Financial Group, Inc.
    Rumson, NJ
  • 2003-02-14 → 2004-04-28
    Main Street Management Company
    Rumson, NJ
Other Businesses

1. 10/20/2004 - O'MEARA FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-07-01
S63 Uniform Securities Agent State Law Examination 1996-04-04
  • S65 Uniform Investment Adviser Law Examination
    1996-07-01
  • S63 Uniform Securities Agent State Law Examination
    1996-04-04
Designations
  • Certified Financial Planner
Other Names
  • Margaret Kelly Omeara

View on SEC IAPD

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