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David Meier

LPl Financial LLC

Fort Mill, SC

Huntersville, NC

CRD 5848729

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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
SC RA APPROVED 2025-02-21
NC RA APPROVED 2025-02-18
  • SC RA
    APPROVED
    Since 2025-02-21
  • NC RA
    APPROVED
    Since 2025-02-18

Branch Locations

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

Huntersville, NC • 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
Citigroup Chicago IL 06/2015 03/2024
Lpl Financial Llc Fort Mill SC 01/2025 Present
Unemployed Charlotte NC 04/2024 01/2025
  • 06/2015 → 03/2024
    Citigroup
    Chicago, IL
  • 01/2025 → Present
    Lpl Financial Llc
    Fort Mill, SC
  • 04/2024 → 01/2025
    Unemployed
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-27
S63 Uniform Securities Agent State Law Examination 2012-10-09
  • S66 Uniform Combined State Law Examination
    2015-07-27
  • S63 Uniform Securities Agent State Law Examination
    2012-10-09
Other Names
  • David W Meier
  • David W Meier

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
BELLEAIR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC

Nearby Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC

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