Morgan Stanley
43yrs
Top advisor by experience in Flemington
3yrs
William Meyer is a fiduciary financial advisor in Flemington, New Jersey, with 3 years in the industry. William joined LPL Financial in 2024, 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 88 advisors with offices in Flemington, and one of 78 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office56 Main St Suite 3c, Flemington, NJ 08822
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowLPL Financial LLCCurrent firm
Contact William
Local office(908) 751-0200Ask for William. (704) 733-3300Main office · Fort Mill, SC 56 Main St Suite 3cFlemington, NJ 08822Office · Get directions Facebook pageLPL Financial
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Questions to ask William
Tailored to William’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 William
How do I contact William?
Call William’s local office at (908) 751-0200 or the LPL Financial main office at (704) 733-3300, and ask for William Meyer.
How long has William been a financial advisor?
William has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William 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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