Joe Meals (CRD# 1295902) is an Investment Advisor Representative working at Fcg Investment Company in Germantown, TN and has over 39 years of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fcg Investment Company | Germantown, TN | Oct 2020 - Current | 3 |
| Financial Consulting Group | Germantown, TN | May 2020 - Current | 4 |
| Elm Group LLC | Memphis, TN | Jul 2016 - Dec 2021 | 5 |
| Retired | Memphis, TN | Jan 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1984 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TN
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Total Assets Under Management419MILLIONS
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Total Number of Accounts404ACCOUNTS
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Average Account Value$1,037,748
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, FL, GA, LA, MS, TN, TX
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