David MeyerCRD Number: 3140931
Current Firm: Securities America Advisors, Inc.
David Meyer (CRD# 3140931) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lincoln, NE and has over 19 years of experience in the finance industry.
Waddell & Reed
Ameritas Investment Corp
Wells Fargo Clearing Services, LLC
|Legal Shield||Ada, OK||Mar 2014 - Current||4|
|Securities America Inc.||Omaha, NE||Jun 2012 - Current||5|
|Securities America Advisors||Omaha, NE||Jun 2012 - Current||5|
|Omaha Chamber Of Commerce||Omaha, NE||Apr 2012 - Current||6|
|Southwest Omaha Rotary||Omaha, NE||Jan 2009 - Current||9|
|Aaa Pregnancy Counseling||Omaha, NE||Jul 2006 - Current||11|
|Ne Partnership For Philanthropic Planning||Omaha, NE||Aug 2005 - Current||12|
|Cbmc Business Forum||Omaha, NE||Jun 2002 - Current||15|
|National Association Of Insurance And Financial Advisors||Omaha, NE||Sep 1999 - Current||18|
|David Meyer||Omaha, NE||Dec 1998 - Current||19|
|Christ Community Church||Omaha, NE||Feb 1998 - Current||20|
|Sentio Executives, LLC||Omaha, NE||Jul 2010 - Dec 2017||7|
|Alternative Board Of The Midlands||Omaha, NE||Jun 2009 - Dec 2017||8|
|Qa3 Financial Corp||Omaha, NE||Jul 2002 - Jun 2010||7|
|Orizon Group Inc.||Omaha, NE||Sep 2001 - Jun 2010||8|
|Orizon Investment Counsel, LLC||Omaha, NE||Sep 2001 - Jun 2010||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
|S66||NASAA Uniform Combined State Law Examination||Jun 2001|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management15,610MILLIONS
Total Number of Accounts105,891ACCOUNTS
Average Account Value$147,418
- 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
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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