Stephen MeyerCRD Number: 5587029
Current Firm: Charles Schwab & Company, Inc.
Stephen Meyer (CRD# 5587029) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 9 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Charles Schwab & Company, Inc.||Phoenix, AZ||Dec 2009 - Current||8|
|Unemployed||Phoenix, AZ||Jul 2009 - Dec 2009||< 1|
|First Command Financial Planning, Inc.||Fort Worth, TX||Aug 2008 - Jul 2009||< 1|
|Arizona State University||Tempe, AZ||Dec 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
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:
- Criminal Record
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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