David Meckstroth, financial advisor Carpinteria CA
90 score

David Meckstroth

CRD Number: 6137597
Current Firm: Planmember Securities Corporation

David Meckstroth (CRD# 6137597) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Planmember Securities Corporation Carpinteria, CA Feb 2016 - Current < 1
Dave Meckstroth (self Employed) Indian River, MI Jan 2014 - Current 2
Michigan Association Of Retired School Personnel (marsp) Lansing, MI Jan 2014 - Current 2
Williams & Co Dba Williams And Company Financial Services Grandville, MI Nov 2012 - Current 4
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
Bankers Life And Casualty Traverse City, MI Aug 2012 - Oct 2012 < 1
The Home Depot Atlanta, GA Nov 2000 - May 2012 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for David A. Meckstroth
Phone Number: 805-684-1199
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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