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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Robert Meyer is a registered investment advisor representative, and a principal with LPL Financial LLC, a financial firm with more than $50 billion in assets under management. Meyer has been in the financial industry since 1995 and is registered in 21 states. His experience spans a wide range of financial planning, portfolio management, and investment advisory services, offering guidance to a diverse clientele including individuals, families, businesses, and retirement plans. Meyer's dedication to providing comprehensive financial solutions has made him a trusted advisor for clients seeking to achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
02/15/2008 - Present
LPL Financial LLC (WASHINGTON MO)
IA
Issued 06/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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