Richard MeyerCRD Number: 1131159
Current Firm: Kms Financial Services, Inc.
Richard Meyer (CRD# 1131159) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Portland, OR and has over 34 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Kms Financial Services, Inc.||Seattle, WA||Apr 1983 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management6,793MILLIONS
Total Number of Accounts26,740ACCOUNTS
Average Account Value$254,039
- 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)
- Market timing services
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV