Gregory Meyer (CRD# 3011973) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Round Rock, TX and has over 23 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp | Leander, TX | Sep 2020 - Current | 3 |
| State Farm Investment Management Corp | Round Rock, TX | Sep 2020 - Current | 3 |
| Gregory Meyer Insurance Agency | Leander, TX | Sep 2020 - Current | 3 |
| State Farm Vp Management Corp | Round Rock, TX | Apr 2007 - Current | 17 |
| Gregory Meyer Insurance Agency | Round Rock, TX | Apr 2007 - Current | 17 |
| State Farm Investment Management Corp | Cedar Park, TX | Aug 2018 - Sep 2020 | 2 |
| State Farm Vp Management Corp | Cedar Park, TX | Jun 2015 - Sep 2020 | 5 |
| Greg Meyer Insurance Agency | Cedar Park, TX | Jun 2015 - Sep 2020 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
- TX
-
Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, WY
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