Andrew Meeder (CRD# 6541334) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Lake Worth, FL and has over 6 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 1235698
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Demboski & Chapman Financial And Insurance Solutions, Inc. | Santa Barbara, CA | Jul 2021 - Current | 2 |
| Unemployed | Boynton Beach, FL | Jun 2021 - Jul 2021 | < 1 |
| Jpmorgan Chase Bank, N.a. | Palm Beach, FL | May 2019 - Jun 2021 | 2 |
| J.p. Morgan Securities LLC | Palm Beach, FL | May 2019 - Jun 2021 | 2 |
| Unemployed | Boynton Beach, FL | Jan 2019 - Apr 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jupiter, FL | Feb 2017 - Dec 2018 | 1 |
| Bank Of America, N.a. | Jupiter, FL | Feb 2017 - Dec 2018 | 1 |
| Mml Investors Services, LLC | Palm Beach Gardens, FL | May 2016 - Mar 2017 | < 1 |
| Massachusetts Mutual Life Insurance Co | Palm Beach Gardens, FL | Feb 2016 - Mar 2017 | 1 |
| Sagepoint Financial | Palm Beach Gardens, FL | Nov 2015 - Jan 2016 | < 1 |
| Aig Financial Network | Palm Beach Gardens, FL | Aug 2015 - Jan 2016 | < 1 |
| Florida Atlantic University | Boca Raton, FL | Nov 2014 - Dec 2015 | 1 |
| Andrew Meeder | Boca Raton, FL | Apr 2015 - Jul 2015 | < 1 |
| Unemployed | Boynton Beach, FL | May 2014 - Nov 2014 | < 1 |
| Trinity Christian Academy | Lake Worth, FL | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- FL
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Total Assets Under Management7,030MILLIONS
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Total Number of Accounts17,262ACCOUNTS
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Average Account Value$407,229
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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