Marybeth Meyer, financial advisor Austin TX

Marybeth Meyer

CRD Number: 4831666
Current Firm: Ml&r Wealth Management LLC

Marybeth Meyer (CRD# 4831666) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 17 years of experience in the finance industry. Marybeth Meyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ml&r Wealth Management LLC Austin, TX Jun 2021 - Current 1
Austin Asset Austin, TX Nov 2009 - May 2021 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2004
Contact Info for Marybeth C. Meyer
Phone Number: 512-275-2700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,502
    MILLIONS
  • Total Number of Accounts
    1,789
    ACCOUNTS
  • Average Account Value
    $839,670
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, FL, NC, TX, VA, WA

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