Justin Meservier (CRD# 7481965) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has 1 year of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Durham, NC | Dec 2021 - Current | 1 |
| Door Dash | Raleigh, NC | Aug 2020 - Dec 2021 | 1 |
| New Western Acquisitions | Raleigh, NC | Jun 2021 - Aug 2021 | < 1 |
| General Services Corporation | Carrboro, NC | Aug 2020 - May 2021 | < 1 |
| Raleigh Marketing Consultants | Raleigh, NC | Jul 2020 - Aug 2020 | < 1 |
| Undiscovered Maine | Orono, ME | Dec 2019 - May 2020 | < 1 |
| University Of Maine | Orono, ME | Aug 2016 - May 2020 | 3 |
| Orchard Trails | Orono, ME | Aug 2017 - Mar 2020 | 2 |
| Dominos | Orono, ME | Jun 2018 - Aug 2018 | < 1 |
| University Of Maine Dining | Orono, ME | Oct 2016 - Dec 2016 | < 1 |
| Dutch Treat | Wilton, ME | May 2015 - Jul 2016 | 1 |
| Mt Blue High School | Farmington, ME | Aug 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- NC
- TX
-
Total Assets Under Management652,548MILLIONS
-
Total Number of Accounts1,712,247ACCOUNTS
-
Average Account Value$381,106
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.