Stephen Van Der Meid, financial advisor Belmont NC

Stephen Van Der Meid

CRD Number: 4816885
Current Firm: Rhino Wealth Management

Stephen Van Der Meid (CRD# 4816885) is an Investment Advisor Representative working at Rhino Wealth Management in Belmont, NC and has over 19 years of experience in the finance industry. Stephen Van Der Meid 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
Rhino Wealth Management, LLC Belmont, NC Jun 2014 - Current 9
Lpl Financial, LLC Belmont, NC Oct 2005 - Oct 2017 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2004
Contact Info for Stephen T. Van Der Meid
Phone Number: 704-827-9000
Registered State(s):
  • FL
  • NC
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    70
    MILLIONS
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $174,155
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, NC, SC, TX

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