Charles MeeksCRD Number: 5978077
Current Firm: Cetera Advisors LLC
Charles Meeks (CRD# 5978077) is an Investment Advisor Representative working at Cetera Advisors LLC in Maitland, FL and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Cetera Advisors LLC||Denver, CO||Apr 2015 - Current||2|
|Waddell & Reed, Inc.||Maitland, FL||Sep 2011 - Apr 2015||3|
|Various Insurance Carriers For W&r Insurance Agencies||Winter Park, FL||Sep 2011 - Apr 2015||3|
|The Hartford||Maitland, FL||Apr 2011 - Sep 2011||< 1|
|Fairwinds Credit Union||Orlando, FL||Aug 2010 - Apr 2011||< 1|
|Fairwinds Credit Union||Orlando, FL||Nov 2009 - Aug 2010||< 1|
|Central Fl Ymca||Orlando, FL||Apr 2007 - Dec 2009||2|
|Unemployed||Winter Park, FL||Jan 2001 - Apr 2007||6|
|Central Fl Ymca||Orlando, FL||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management9,424MILLIONS
Total Number of Accounts47,356ACCOUNTS
Average Account Value$199,001
- 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)
- 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