David Meschel, financial advisor Newtown PA
93 score

David Meschel

CRD Number: 6151678
Current Firm: The Retirement Group, LLC

David Meschel (CRD# 6151678) is an Investment Advisor Representative working at The Retirement Group, LLC in Newtown, PA and has over 3 years of experience in the finance industry. David Meschel 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.

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Professional Designations
Company Name Location Dates Years
The Retirement Group, LLC San Diego, CA Nov 2015 - Current 1
Fsc Securities Corp Atlanta, GA Nov 2015 - Current 1
Jhfn Sii Newtown, PA Jan 2013 - Nov 2015 2
Unemployed Yardley, PA Sep 2012 - Jan 2013 < 1
Convatec Skillman, NJ Apr 2012 - Sep 2012 < 1
Unemployed Yardley, PA Dec 2011 - Apr 2012 < 1
Intellisphere Plainsboro, NJ Oct 2011 - Dec 2011 < 1
Unemployed Yardley, PA May 2011 - Oct 2011 < 1
Enterprise Leasing Company Of Philadelphia Radnor, PA Oct 1996 - May 2011 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for David G. Meschel
Phone Number: 800-900-5867
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    94
    MILLIONS
  • Total Number of Accounts
    832
    ACCOUNTS
  • Average Account Value
    $112,694
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, ID, IL, KS, LA, MD, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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