Gregg MeklerCRD Number: 712231
Current Firm: Raymond James & Associates, Inc.
Gregg Mekler (CRD# 712231) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Edina, MN and has over 42 years of experience in the finance industry.
Thrivent Advisor Network, LLC
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Raymond James & Associates, Inc.||Palm Desert, CA||Dec 2021 - Current||< 1|
|Raymond James & Associates, Inc.||Minneapolis, MN||Jun 2006 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1980|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
Total Assets Under Management331,150MILLIONS
Total Number of Accounts869,177ACCOUNTS
Average Account Value$380,993
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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