Edward Jones
25yrs
Top advisor by experience in Custer
17yrs
James Meyer
Financial advisor at LPL Financial
James Meyer has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Custer, South Dakota. James has been with LPL Financial since 2026; before that, James spent five years at Raymond James Financial Services Advisors and 12 years at Edward Jones. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 7 advisors with offices in Custer, and one of 7 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 58% of advisors in South Dakota
Office39 North 4th Street, Custer, SD 57730
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2026 – nowLPL Financial LLCCurrent firm
- 2021 – 2026
- 2009 – 2021Edward JonesPreviously
Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call LPL Financial at (704) 733-3300 and ask for James Meyer. James works from the Custer, SD office.
How long has James been a financial advisor?
James has been in the industry since 2009, about 17 years. More experience than 58% of advisors in South Dakota.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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