Andrew Meehan is a registered investment advisor at LPL Financial LLC, based in Croydon, PA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Croydon, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew has several outside business activities, including a non-variable insurance DBA (Andrew M. Meehan, Inc.) taking about 10-20% of his time, musical performances as a harmonica player/singer and live musician taking minimal time, and running for US House of Representatives taking about 35-50 hours per month. He is also a registered investment advisor representative with Wealthcare Advisory Partners, LLC and sells fixed insurance products, mainly life insurance, through CBS Brokerage, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
LPL Financial LLC
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.