Thomas MeyerCRD Number: 5299318
Current Firm: Carolina Wealth Management, Inc.
Thomas Meyer (CRD# 5299318) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 10 years of experience in the finance industry.
Carolina Wealth Management, Inc.
On Investment Management Co
Geneos Wealth Management, Inc.
|Carolina Wealth Management, Inc.||Pinehurst, NC||Sep 2008 - Current||9|
|Securian Financial Services||St. Paul, MN||Mar 2007 - Aug 2008||1|
|Minnesota Life Insurance||St. Paul, MN||Mar 2007 - Aug 2008||1|
|Delta Financial||Pinehurst, NC||Mar 2007 - Aug 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management216MILLIONS
Total Number of Accounts853ACCOUNTS
Average Account Value$253,180
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops