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
-
Total Assets Under Management5,563MILLIONS
-
Total Number of Accounts30,541ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.