Unclaimed
John Edward Meegan is a financial advisor with LPL Financial LLC and has been in the financial services industry since 1983. John has a wide range of experience with previous roles at Wells Fargo Clearing Services, LLC, Advest, Inc., Smith Barney Inc., and Lehman Brothers Inc. John is registered with the state of Maryland and Texas and offers financial planning, portfolio management, and other non-discretionary advisory services.
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.
1
2
MD
01/25/2019 - Present
LPL Financial LLC (TIMONIUM MD)
MD
01/06/2006 - 01/29/2019
WELLS FARGO CLEARING SERVICES, LLC (HUNT VALLEY MD)
CT
06/13/1994 - 01/23/2006
ADVEST, INC. (HARTFORD CT)
NY
07/31/1993 - 07/05/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
07/20/1983 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/13/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1983
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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