William MeyerCRD Number: 1018380
Current Firm: Cutter & Company, Inc.
Compensation Model: Both
Bill Meyer (CRD# 1018380) is President of Cutter Company and specilzes in helping small business owners. Bill works like a financial physician, diagnosing business and family monetary positions, subsequently providing remedies to their problems or ideas to improve their overall financial fitness.
A 1978 graduate from Maryville College, Bill earned his Chartered Life Underwriter and Chartered Financial Consultant degrees from The American College of Bryn Mawr Pennsylvania in 1983. In January, 2013, Bill obtained the Accredited Investment Fiduciary designation (“AIF®”) authorized by the Center for Fiduciary Studies.
Bill has been in the insurance industry since 1977 and the securities industry since 1984.
Financial Planning Associates, Inc.
Mml Investors Services, LLC
Steve Robbins, Inc.
|Cutter & Company, Inc.||Chesterfield, MO||Mar 1986 - Current||32|
|Exam Code||Name||Passed Date|
|S4||Registered Options Principal Examination (OP)||Jan 1984|
|S6||Investment Company and Variable Contracts Products Representative Examination (IR)||Jan 1984|
|S7||General Securities Representative Examination (GS)||Jan 1984|
|S24||General Securities Principal Examination (GP)||Jan 1984|
|S27||Financial and Operations Principal Exam (FN)||Jan 1984|
|S31||Futures Managed Funds Examination||Jan 1984|
|S53||Municipal Securities Principal Examination (MP)||Jan 1984|
|S86 and 87||Research Analyst Examination (RS)||Jan 1984|
|S63||Uniform Securities State Law Examination||Jun 1984|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management560MILLIONS
Total Number of Accounts1,892ACCOUNTS
Average Account Value$296,040
- A percentage of assets under your management
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- Financial planning services
- Portfolio management for individuals and/or small businesses
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