Karen Meacham (CRD# 2730682) is an Investment Advisor Representative working at Spc in Victoria, TX and has over 28 years of experience in the finance industry.
CRD# 6374747
Edward Jones
CRD# 4504654
Edward Jones
CRD# 5539066
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Victoria, TX | May 2017 - Jan 2020 | 2 |
| Raymond James Financial Services Advisors Inc. | Victoria, TX | May 2017 - Jan 2020 | 2 |
| Prosperity Bank | Victoria, TX | Dec 2016 - Jan 2020 | 3 |
| Raymond James Financial Services, Inc. | Victoria, TX | Jan 2017 - May 2017 | < 1 |
| Raymond James Financial Services, Inc. | Victoria, TX | Dec 2016 - Jan 2017 | < 1 |
| Prosperity Bank | Victorias, TX | Sep 2014 - Dec 2016 | 2 |
| Regency Health Care | Victoria, TX | Mar 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1996 |
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- TX
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Total Assets Under Management5,563MILLIONS
-
Total Number of Accounts30,541ACCOUNTS
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Average Account Value$182,147
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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