Kinch E Meyer

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

• 03/2011 → 01/2021
  Vip Insurance
  Cedar Park, TX
• 12/2015 → 03/2021
  The Leaders Group Inc
  Littleton, CO
• 01/2021 → Present
  Crossroads 550 Llc
  Catsprings, TX
• 07/2025 → Present
  Lpl Financial Llc
  College Station, TX

Previous Registrations

• 2023-03-02 → 2025-07-10
  Next Financial Group, Inc.
  College Station, TX
• 2015-12-02 → 2021-04-01
  Tlg Advisors, Inc.
  Cedar Park, TX
  Summit, NJ
• 2012-10-29 → 2013-12-31
  Voya Financial Advisors, Inc.
  Cedar Park, TX
  Windsor, CT
• 2008-07-07 → 2011-03-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  College Station, TX
• 2005-02-14 → 2008-07-23
  Gunnallen Financial, Inc
  College Station, TX
  College Station, TX
• 2002-09-27 → 2005-02-14
  Banc Of America Investment Services, Inc.
  College Station, TX

Other Businesses

1) 07/10/2025 - Meyer Financial Services / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 80 hrs per month - 80 Total Hours per month during trading 2) 07/10/2025 - Crossroads 550, LLC / Real Estate Rental / Inv Related / Cat Spring, TX 78933 - Start date 01/21/2021 - 5 hrs per month - 5 per month during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-04
• S63 Uniform Securities Agent State Law Examination
  2000-11-29

Other Names

• Kinch Edward Meyer
• Kinch E Meyer Iii