Joseph Meylor (CRD# 6702893) is an Investment Advisor Representative working at Carter Advisory Services, Inc. in Dallas, TX and has over 7 years of experience in the finance industry. Joseph Meylor 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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Dallas, TX | Aug 2020 - Current | 3 |
| Raymond James Financial Services Advisors, Inc. | Dallas, TX | Aug 2020 - Current | 3 |
| Carter Advisory Services, Inc. | Dallas, TX | Aug 2020 - Current | 3 |
| Carter Financial Management | Dallas, TX | Aug 2020 - Current | 3 |
| Uber | Dallas, TX | May 2018 - Oct 2022 | 4 |
| Lyft | Dallas, TX | May 2018 - Oct 2022 | 4 |
| Brennan Financial Serivces | Dallas, TX | Nov 2018 - Jul 2020 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Madison, WI | Sep 2016 - Apr 2018 | 1 |
| Bmo Harris Bank | Madison, WI | Jan 2016 - Sep 2016 | < 1 |
| Marine Credit Union | Waupun, WI | May 2015 - Jan 2016 | < 1 |
| University Of Wisconsin | Whitewater, WI | Aug 2011 - Dec 2015 | 4 |
| National Services Group | Irvine, CA | Mar 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
LA, TX
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