Lpl Financial LLC
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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Stephen Meuris Work History
Stephen has 10 years of experience.
Lpl Financial, LLC
Stephen Meuris has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Santa Ana, CA
Fort Mill, SC
San Francisco, CA
San Diego, CA
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