David Meckstroth (CRD# 6137597) is an Investment Advisor Representative working at Planmember Securities Corporation in Grandville, MI and has over 11 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Amazing Day Weddings | Traverse City, MI | Nov 2016 - Current | 7 |
Planmember Securities Corporation | Carpinteria, CA | Feb 2016 - Current | 8 |
Michigan Association Of Retired School Personnel (marsp) | Lansing, MI | Jan 2014 - Current | 10 |
Dave Meckstroth (self Employed) | Indian River, MI | Jan 2014 - Current | 10 |
Williams & Co Dba Williams And Company Financial Services | Grandville, MI | Nov 2012 - Current | 11 |
Legend Advisory Corporation | Palm Beach Gardens, FL | Jan 2013 - Feb 2016 | 3 |
Legend Equities Corporation | Palm Beach Gardens, FL | Nov 2012 - Feb 2016 | 3 |
Christopher's Restaurant | Indian River, MI | Jun 2013 - Nov 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2013 |
S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
- MI
- TX
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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