Bradley Meyers (CRD# 6455807) is an Investment Advisor Representative working at 25 Financial in Saint Louis, MO and has over 9 years of experience in the finance industry. Bradley Meyers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 25, LLC | Nolensville, TN | Mar 2022 - Current | 2 |
| Arete Wealth Management LLC | Chicago, IL | Aug 2017 - Current | 6 |
| Arete Wealth Advisors LLC | Chicago, IL | Aug 2017 - Current | 6 |
| Randall Larson, LLC | St. Louis, MO | Aug 2017 - Current | 6 |
| Md Wealth Partner | St. Louis, MO | Aug 2017 - Nov 2018 | 1 |
| Larson Financial Securities | Saint Louis, MO | Feb 2015 - Aug 2017 | 2 |
| Larson Financial Group | Saint Louis, MO | Feb 2015 - Aug 2017 | 2 |
| Unemployed | Newport Beach, CA | Oct 2014 - Feb 2015 | < 1 |
| Southern Maryland Bluecrabs | Waldorf, MD | Jun 2014 - Sep 2014 | < 1 |
| Washington Nationals | Washington, DC | Oct 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- MO
- TN
- TX
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Total Assets Under Management409MILLIONS
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Total Number of Accounts2,600ACCOUNTS
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Average Account Value$157,115
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MO, NC, NE, NY, OH, OR, PA, TN, TX, VA, WA
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