David Meyer, financial advisor Omaha NE

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 Omaha, NE and has over 25 years of experience in the finance industry.

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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
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • 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, WY

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