Stephen Meikle, financial advisor Orlando FL
93 score

Stephen Meikle

CRD Number: 5468418
Current Firm: International Assets Investment Management, LLC

Stephen Meikle (CRD# 5468418) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
International Assets Advisory LLC Orlando, FL Jun 2009 - Current 7
Ubs Financial Services Inc. Orlando, FL Dec 2007 - Apr 2009 1
Innovative Financial Services, Inc. Orlando, FL Sep 1998 - Nov 2007 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Stephen C. Meikle
Phone Number: 407-254-1516
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    198
    MILLIONS
  • Total Number of Accounts
    1,014
    ACCOUNTS
  • Average Account Value
    $195,064
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, ND, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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

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