Brian MeyersCRD Number: 5349001
Current Firm: Msi Financial Services, Inc.
Brian Meyers (CRD# 5349001) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Franklin, TN and has over 6 years of experience in the finance industry.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|Metlife Securities||Franklin, TN||Apr 2014 - Current||3|
|Luke Ficken||Goodlettsville, TN||Apr 2012 - Apr 2014||2|
|Thrivent Investment Management Inc.||Fairview, TN||Mar 2011 - Apr 2014||3|
|Thrivent Financial For Lutherans||Appleton, WI||Jul 2011 - Apr 2012||< 1|
|Unemployed||Goodlitsville, TN||Dec 2010 - Mar 2011||< 1|
|Mass Mutual Life Insurance Co||Brentwood, TN||Jun 2010 - Dec 2010||< 1|
|Mml Innvestors Services Inc.||Brentwood, TN||Jun 2010 - Dec 2010||< 1|
|Massmutual/capital Financial Group LLC||Brentwood, TN||Dec 2008 - Dec 2010||2|
|Academy Sports And Outdoors||Madison, WI||Sep 2008 - Dec 2008||< 1|
|Unemployed||Goodlettsville, TN||Jun 2008 - Sep 2008||< 1|
|Altig Int American Income||Nashville, TN||Feb 2008 - Jun 2008||< 1|
|Unemployed||Goodlistville, TN||Jan 2008 - Feb 2008||< 1|
|Full Time Student||Murfreesboro, TN||Aug 2007 - Feb 2008||< 1|
|Thrivent Financial For Lutherans||Goodlettsville, TN||Jun 2007 - Aug 2007||< 1|
|Full Time Student||Murfreesboro, TN||Aug 2006 - May 2007||< 1|
|Capital Financial Group LLC||Nashville, TN||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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