Tory MeiborgCRD Number: 3029409
Current Firm: World Trend Financial Planning Services, Ltd.
Tory Meiborg (CRD# 3029409) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Cedar Rapids, IA and has over 24 years of experience in the finance industry.
Cedar Point Capital Partners, LLC
Lpl Financial LLC
Ameriprise Financial Services, LLC
|Ausdal Financial Partners, Inc.||Davenport, IA||Sep 2018 - Current||3|
|World Trend Fncl Plan Serv,ltd.||Cedar Rapids, IA||Aug 1997 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 2001|
Total Assets Under Management730MILLIONS
Total Number of Accounts4,062ACCOUNTS
Average Account Value$179,741
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, AZ, CA, CO, CT, FL, IA, IL, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OK, OR, PA, SD, TX, UT, WI
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