Meyer Investment Advisory
Meyer Investment Advisory (CRD# 128742) is a financial advisory firm headquartered in , . They manage $60,221,000 in 192 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management60MILLION
Total Number of Accounts192ACCOUNTS
Average Account Value$313,651
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Marjorie Meyer (CRD# 4717356) is an Investment Advisor Representative working at Meyer Investment Advisory in University Park, FL and has 1 year of experience in the finance industry. Marjorie Meyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.