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
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.
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.