Martin Richard Meier

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

• 12/2003 → Present
  Linsco Private Ledger Corp
  Citrus Heights, CA

Previous Registrations

• 1998-11-02 → 2003-12-17
  Morgan Stanley Dw Inc.
  Citrus Hghts, CA

Other Businesses

1. 02/11/04 - DBA - ISE FINANCIAL, OUTSIDE SALES OF NON-VARIABLE INSURANCE. 2. 10/23/08- REAL ESTATE RENTAL/ RESIDENTIAL PROPERTY/ 5% OF TIME/ CITRUS HEIGHTS, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-01-12