Reed MeyerCRD Number: 5492780
Current Firm: Transamerica Financial Advisors, Inc.
Reed Meyer (CRD# 5492780) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Greenwood Village, CO and has over 9 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Fit Financial Consulting LLC
|Roper Insurance||Englewood, CO||Nov 2017 - Current||< 1|
|Colonial Life||Centennial, CO||Nov 2017 - Current||< 1|
|Transamerica Financial Advisors, Inc.||Greenwood Village, CO||Jan 2012 - Current||6|
|Personal Real Estate Investing||Denver, CO||Jun 2008 - Current||9|
|Reed Meyer & Associates||Wheat Ridge, CO||May 2008 - Current||9|
|Wfg||Greenwood Village, CO||Dec 2007 - Current||10|
|Numerica Analytics||Golden, CO||May 2012 - Jan 2016||3|
|Imagination Makers Theater Company||Boulder, CO||Apr 2003 - Jan 2016||12|
|Iai||Denver, CO||Aug 2008 - Jan 2012||3|
|Wgs||Denver, CO||Feb 2008 - Jan 2012||3|
|Webroot Software||Boulder, CO||Jun 2007 - Feb 2011||3|
|City 1st Mortgage||Bountiful, UT||Sep 2008 - Mar 2010||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S65||NASAA Investment Advisors Law Examination||Jun 2008|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, VI, VT, WA, WI, WV
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