Nick Harris Meyers

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

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-05-02

NJ RA
APPROVED

Since 2024-05-02

Branch Locations

51 Haddonfield Rd Ste 260, Cherry Hill, NJ 08002 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Advisors Corporation	Cherry Hill	NJ	06/1998	05/2024
Lpl Financial Llc	Cherry Hill	NJ	05/2024	Present

06/1998 → 05/2024

Lincoln Financial Advisors Corporation

Cherry Hill, NJ
05/2024 → Present

Lpl Financial Llc

Cherry Hill, NJ

Previous Registrations

2004-04-22 → 2024-05-02

Osaic Fa, Inc.

Cherry Hill, NJ

Cherry Hill, NJ

Other Businesses

1. 04/25/2024- WealthPilot Financial- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1984-06-09

S63 Uniform Securities Agent State Law Examination

1984-06-09

Designations

Certified Financial Planner

Other Names

Nick H Meyers

View on SEC IAPD