Lillian Meyers, financial advisor Sonoma CA
96 score

Lillian Meyers

CRD Number: 2016710
Current Firm: Meyers Financial Services

Lillian Meyers (CRD# 2016710) is an Investment Advisor Representative working at Meyers Financial Services in Sonoma, CA and has over 27 years of experience in the finance industry. Lillian Meyers 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.

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Professional Designations
Company Name Location Dates Years
Meyers Financial Services, Inc. Dba Sonoma Valley Wealth Managem Sonoma, CA Jan 2000 - Current 18
Meyers Financial Services, Inc. Dba Sonoma Valley Wealth Managem Sonoma, CA Jan 2000 - Current 18
Meyers Financial Services, Inc. Dba Sonoma Valley Wealth Managem Sonoma, CA Jan 2000 - Current 18
Girard Securities San Diego, CA Jun 2013 - Dec 2016 3
Commonwealth Financial Network Waltham, MA Aug 2004 - Jun 2013 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1990
Contact Info for Lillian M. Meyers
Phone Number: 707-935-1124
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
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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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