Chris Meacham, financial advisor San Diego CA
63 score

Chris Meacham

CRD Number: 1366969
Current Firm: Cornerstone Wealth Management

Chris Meacham (CRD# 1366969) is an Investment Advisor Representative working at Cornerstone Wealth Management in San Diego, CA and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Keystone Capital Corporation San Diego, CA Jun 2007 - Current 9
Cornerstone Wealth Management, LLC San Diego, CA Sep 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S65 NASAA Investment Advisors Law Examination Feb 1999
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
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Chris L. Meacham
Phone Number: 858-676-1000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    253
    MILLIONS
  • Total Number of Accounts
    528
    ACCOUNTS
  • Average Account Value
    $478,400
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, TX

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BADGES
63

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