Primerica Advisors
43yrs
Top advisor by experience in Huntersville
14yrs
David Meier
Financial advisor at LPL Financial
David Meier is a fiduciary financial advisor in Huntersville, North Carolina, with 14 years in the industry. After nine years at Citigroup Global Markets, David joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 208 advisors with offices in Huntersville, and one of 190 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 52% of advisors in Huntersville
OfficeHuntersville, NC
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 ?1 state
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.
Career
- Feb 2025 – nowLPL Financial LLCCurrent firm
- 2015 – 2024Citigroup Global Markets Inc.Previously
Contact David
Huntersville, NCOffice · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call LPL Financial at (704) 733-3300 and ask for David Meier. David works from the Huntersville, NC office.
How long has David been a financial advisor?
David has been in the industry since 2012, about 14 years. More experience than 52% of advisors in Huntersville.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David 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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