Dennis Meek (CRD# 5925416) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Richland, MS and has over 12 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Richland, MS | Jan 2024 - Current | < 1 |
| Dennis Meek & Company Pa | Richland, MS | Dec 2000 - Current | 23 |
| Woodbury Financial Services Inc. | Richland, MS | Feb 2021 - Jan 2024 | 2 |
| Avantax Advisory Services | Richland, MS | Jan 2015 - Feb 2021 | 6 |
| Avantax Investment Services, Inc. | Richland, MS | May 2011 - Feb 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- MS
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Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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