Ricky Meeks (CRD# 2422895) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kannapolis, NC and has over 30 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Kannapolis, NC | Jan 2009 - Current | 15 |
| Meeks Financial | Kannapolis, NC | Mar 2008 - Current | 16 |
| Raymond James Financial Services, Inc. | Kannapolis, NC | Oct 2000 - Current | 23 |
| Pecan Investors. LLC | Kannapolis, NC | Jan 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2000 |
- NC
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV, WY
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