Ray MeyerCRD Number: 7092409
Current Firm: Sagepoint Financial, Inc.
Ray Meyer (CRD# 7092409) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Mandan, ND and has over 3 years of experience in the finance industry.
|Sagepoint Financial, Inc.||Mandan, ND||Apr 2019 - Current||3|
|Walz Financial Services||Mandan, ND||Jan 2019 - Current||4|
|Pacific Sound And Video||Bismarck, ND||Jan 2003 - Dec 2018||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management16,245MILLIONS
Total Number of Accounts64,353ACCOUNTS
Average Account Value$252,436
- 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, WY
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