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 Financial Services Group, Inc.
Carolina Wealth Management, Inc.
On Investment Management Co
|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|
|Sandhills Office Supply||Southern Pines, NC||Apr 2007 - Jun 2007||< 1|
|Sandhills Office Supply||Southern Pines, NC||Oct 2005 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management184MILLIONS
Total Number of Accounts1,050ACCOUNTS
Average Account Value$175,177
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops