David Meyer (CRD# 3140931) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Omaha, NE and has over 25 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
Company Name | Location | Dates | Years |
---|---|---|---|
Legal Shield | Ada, OK | Mar 2014 - Current | 10 |
Securities America Inc. | Omaha, NE | Jun 2012 - Current | 11 |
Securities America Advisors | Omaha, NE | Jun 2012 - Current | 11 |
Omaha Chamber Of Commerce | Omaha, NE | Apr 2012 - Current | 11 |
Southwest Omaha Rotary | Omaha, NE | Jan 2009 - Current | 15 |
Aaa Pregnancy Counseling | Omaha, NE | Jul 2006 - Current | 17 |
Ne Partnership For Philanthropic Planning | Omaha, NE | Aug 2005 - Current | 18 |
Cbmc Business Forum | Omaha, NE | Jun 2002 - Current | 21 |
National Association Of Insurance And Financial Advisors | Omaha, NE | Sep 1999 - Current | 24 |
David Meyer | Omaha, NE | Dec 1998 - Current | 25 |
Christ Community Church | Omaha, NE | Feb 1998 - Current | 26 |
Sentio Executives, LLC | Omaha, NE | Jul 2010 - Dec 2017 | 7 |
Alternative Board Of The Midlands | Omaha, NE | Jun 2009 - Dec 2017 | 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NE
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Total Assets Under Management38,164MILLIONS
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Total Number of Accounts200,228ACCOUNTS
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Average Account Value$190,602
- A percentage of assets under your management
- Hourly charges
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- 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
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