Norman MeyerCRD Number: 3185642
Current Firm: Cuttingedge Advisors
Norman Meyer (CRD# 3185642) is an Investment Advisor Representative working at Cuttingedge Advisors in Saint Louis, MO and has over 18 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Vestech Securities, Inc.||St. Louis, MO||Jun 2016 - Current||< 1|
|Cuttingedge Advisors||Saint Louis, MO||Mar 2008 - Current||9|
|Meyer Financial Group||St. Louis, MO||Sep 1999 - Current||17|
|Oakbridge Financial Services||Kirkwood, MO||May 2015 - May 2016||1|
|Concorde Investment Services||Troy, MI||Mar 2011 - Apr 2015||4|
|Brokers Ins||St. Louis, MO||Oct 1998 - Apr 2011||12|
|Silver Oak Securities, Inc.||St. Louis, MO||Jan 2008 - Mar 2011||3|
|Questar Asset Management||Ann Arbor, MI||Jan 2005 - Jan 2008||3|
|Questar Capital Corporation||Ann Arbor, MI||May 2002 - Jan 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S65||NASAA Investment Advisors Law Examination||Aug 2002|
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
Total Assets Under Management105MILLIONS
Total Number of Accounts500ACCOUNTS
Average Account Value$210,000
- 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
MI, MO, TN
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