Thomas Meyer, financial advisor Greenville NC
93 score

Thomas Meyer

CRD 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 9 years of experience in the finance industry.

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Company Name Location Dates Years
Carolina Wealth Management, Inc. Pinehurst, NC Sep 2008 - Current 8
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
Contact Info for Thomas D. Meyer
Phone Number: 252-439-1344
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    184
    MILLIONS
  • Total Number of Accounts
    1,050
    ACCOUNTS
  • Average Account Value
    $175,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

NC

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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