Paul Meinville, financial advisor Neptune NJ
83 score

Paul Meinville

CRD Number: 1356170
Current Firm: Sheaff Brock Investment Advisors, LLC

Paul Meinville (CRD# 1356170) is an Investment Advisor Representative working at Sheaff Brock Investment Advisors, LLC in Neptune, NJ and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Sheaff Brock Investment Advisors, LLC Indianapolis, IN Jun 2012 - Current 4
Centaurus Financial Inc. Anaheim, CA Jun 2011 - May 2012 < 1
Unemployed Neptune, NJ Feb 2011 - Jun 2011 < 1
Raymond James & Associates Red Bank, NJ Mar 2010 - Feb 2011 < 1
Unemployed Neptune, NJ Nov 2009 - Mar 2010 < 1
Ameriprise Financial Services Inc. Yardley, PA Nov 2008 - Nov 2009 1
Unemployed Neptune, NJ Jan 2007 - Oct 2008 1
Charles Schwab Bank N.a. Red Bank, NJ Feb 2005 - Dec 2006 1
Charles Schwab & Company, Inc. Redbank, NJ Mar 1987 - Dec 2006 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S66 NASAA Uniform Combined State Law Examination Jul 2002
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Paul F. Meinville
Phone Number: 317-705-5700
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,101
    MILLIONS
  • Total Number of Accounts
    2,553
    ACCOUNTS
  • Average Account Value
    $431,091
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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
83

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