Kevin Meacham, financial advisor San Diego CA
93 score

Kevin Meacham

CRD Number: 5387184
Current Firm: Cornerstone Wealth Management

Kevin Meacham (CRD# 5387184) is an Investment Advisor Representative working at Cornerstone Wealth Management in San Diego, CA and has over 9 years of experience in the finance industry.

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O'reilly Wealth Advisors
Company Name Location Dates Years
Cornerstone Wealth Management, LLC San Diego, CA Sep 2013 - Current 3
Washington Wealth Management, LLC San Diego, CA Oct 2012 - Aug 2013 < 1
Lpl Financial San Diego, CA Sep 2012 - Aug 2013 < 1
Spire Securities Reston, VA Nov 2011 - Sep 2012 < 1
Washington Wealth Management San Diego, CA Jul 2011 - Sep 2012 1
Morgan Stanley Smith Barney San Diego, CA Jan 2011 - May 2011 < 1
Cornerstone Wealth Management, LLC San Diego, CA Aug 2009 - Jan 2011 1
Arcus Private Capital Solutions, LLC Mesa, AZ Aug 2008 - Aug 2009 1
Jpmorganchase Gilbert, AZ Jul 2007 - Aug 2008 1
Chase Investments Gilbert, AZ Jul 2007 - Aug 2008 1
Unemployed Poway, CA Jun 2006 - Jul 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Kevin C. Meacham
Phone Number: 858-676-1000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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