David Meyer, financial advisor Lincoln NE
68 score

David Meyer

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
Legal Shield Ada, OK Mar 2014 - Current 2
Securities America Inc. Omaha, NE Jun 2012 - Current 4
Securities America Advisors Omaha, NE Jun 2012 - Current 4
Omaha Chamber Of Commerce Omaha, NE Apr 2012 - Current 4
Sentio Executives, LLC Omaha, NE Jul 2010 - Current 6
Alternative Board Of The Midlands Omaha, NE Jun 2009 - Current 7
Southwest Omaha Rotary Omaha, NE Jan 2009 - Current 7
Aaa Pregnancy Counseling Omaha, NE Jul 2006 - Current 10
Ne Partnership For Philanthropic Planning Omaha, NE Aug 2005 - Current 11
Cbmc Business Forum Omaha, NE Jun 2002 - Current 14
National Association Of Insurance And Financial Advisors Omaha, NE Sep 1999 - Current 17
David Meyer Omaha, NE Dec 1998 - Current 18
Christ Community Church Omaha, NE Feb 1998 - Current 18
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for David C. Meyer
Phone Number: 402-399-9111
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
68

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