Kevin Meyer (CRD# 5742557) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Temple, TX and has over 14 years of experience in the finance industry.
CRD# 6472383
Raymond James Financial Services Advisors, Inc.
CRD# 6678405
Edward Jones
CRD# 2087394
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Independent Advisor Alliance, LLC | Temple, NE | Oct 2018 - Current | 5 |
Lpl Financial LLC | Temple, TX | Jan 2018 - Current | 6 |
Sp Meyer & Co, LLC | Temple, TX | Apr 2014 - Current | 10 |
Various Insurance Carriers For W&r Insurance Agencies | Belton, TX | Mar 2012 - Current | 12 |
Independent Financial Partners | Temple, TX | Jan 2018 - Oct 2018 | < 1 |
Temple Rental Home | Temple, TX | Jun 2015 - May 2018 | 2 |
Waddell & Reed, Inc. | Austin, TX | Mar 2012 - Jan 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2010 |
- TX
-
Total Assets Under Management12,827MILLIONS
-
Total Number of Accounts52,309ACCOUNTS
-
Average Account Value$245,214
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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