Kyle MeyerCRD Number: 1247042
Current Firm: Mclean Asset Management Corp.
Kyle Meyer (CRD# 1247042) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Mclean, VA and has over 30 years of experience in the finance industry. Kyle Meyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Mclean Asset Management Corp.||Mclean, VA||May 2009 - Current||7|
|Meyer Financial Planning||Berryville, VA||Nov 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1986|
|S65||NASAA Investment Advisors Law Examination||Dec 2005|
Total Assets Under Management784MILLIONS
Total Number of Accounts2,214ACCOUNTS
Average Account Value$354,103
- 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
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA