National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Skye Mejia

LPL Financial

4404 Westlawn Dr

Nashville, TN 37209

615-359-1825

About LPL Financial

Our clients' needs come first. We are committed to providing the highest quality and objective counsel, customized wealth management solutions, and unparalleled service to every client.

In today's complex environment, we add value to the financial decision-making process by utilizing our experience and expertise to guide our clients through the maze of issues facing them and their families.

We always strive for excellence in our clients relationships and promise to do our utmost to exceed expectations. We believe that personal relationships are critical to helping clients achieve their goals and improve the overall quality of their lives.

We are committed and vow to always act with the greatest of ethics, honesty and integrity for every client. We are dedicated to achieving success for our clients within their stated objectives and risk parameters. We strive for mutually rewarding, long-term relationships and to assist our clients and their families for decades.

General Information

Firm Start Year

1921

No.of Employees

More

CRD#

6688838

Firm CRD#

6413

Insurance License#

18717494

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

TN, IL, LA, VA, PA, TX, WI

Years of Experience in Financial Services

5

Number of Years with Current Firm

1

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning

Services

Investment Types

Mortgages & Real Estate, Commodities, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Annuities, Stocks, Bonds, Options & Futures, Insurance, FOREX & Currency, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Office, Via Email, Our Office, Your Home, Our Offices, Video Conference, Via Phone

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Variable Annuity, Annuity, Life, Health, Accident, Variable Life, Long Term Care

Firm Information

Assets Managed by Firm

$1 Trillion

Advisor's Number of Clients

120

Advisor's Number of Managed Clients

100

Advisor's Number of Planning Clients

100

Assets Managed by Advisor

$105,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Education

B.S. in Finance - Finance

Mississippi College
08/24/2013 - 05/24/2017

Disclosures

Disclaimer

Member FINRA/SIPC Securities and Advisory services offered through LPL Financial.