Timothy Meyer, financial advisor Punta Gorda FL
83 score

Timothy Meyer

CRD Number: 5488935
Current Firm: Edward Jones

Timothy Meyer (CRD# 5488935) is an Investment Advisor Representative working at Edward Jones in Punta Gorda, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Aug 2009 - Current 7
University Of Central Florida Orlando, FL Mar 2009 - Aug 2009 < 1
Awprx Altamonte Springs, FL May 2008 - Mar 2009 < 1
Sonic Drive In Orlando, FL Jul 2007 - May 2008 < 1
Sonic Drive In Arcadia, FL Jan 2007 - Jul 2007 < 1
H&m Industries Nocatee, FL Jan 2005 - Jan 2007 2
Walmart Arcadia, FL Oct 2006 - Dec 2006 < 1
South Florida Community College Avon Park, FL Aug 2004 - Dec 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2009
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 Timothy A. Meyer
Phone Number: 314-515-2000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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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