Stephen
Meuris

Lpl Financial LLC

CRD#2658115
Investment Advisor
in San Francisco, CA

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About this Advisor

Stephen Meuris is a financial advisor working out of San Francisco, California, with 10 years in the industry. Meuris is an advisor for Lpl Financial LLC. They have spent all of their employment at Lpl Financial Llc. Meuris maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in California and Texas. Lpl Financial LLC is a registered investment firm that has its headquarters in San Francisco, California. The firm has offices in 9,898 locations and a total of 28,744 employees. It handles $404 billion in assets among its 1,517,995 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 3,162 charities and foundations. Of its 1,517,995 client accounts, 31% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types charged by Lpl Financial LLC can consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

San Francisco, CA

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

CA Average: $646,059,043
Total Number of Employees

28,744

CA Average: 13
Total Number of Accounts

1,517,995

CA Average: 661
Average Account Size

$266,257

CA Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Stephen Meuris Work History

Stephen has 10 years of experience.

2012 - Present (10 years)

Lpl Financial, LLC

Disclosures

Stephen Meuris has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jonathan Davis
Spokane, WA
Anthony Velarde
Oxnard, CA
Shaun Soukenik
Santa Ana, CA
Suzanne Kent
Fort Mill, SC
Stephen Meuris
San Francisco, CA
Angela Curtis
Dayton, OH
Renee Baggay
San Diego, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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