Camden Meystre (CRD# 7100144) is an Investment Advisor Representative working at Avantax Advisory Services in Wakefield, RI and has over 4 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 5430557
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Avantax Investment Services Inc. | Wakefield, RI | May 2022 - Current | 1 |
Avantax Advisory Services | Wakefield, RI | May 2022 - Current | 1 |
Matoney Financial | Wakefield, RI | Feb 2022 - Current | 2 |
Diamond Arturo Corp. | Narragansett, RI | Oct 2021 - Current | 2 |
Chop House Inc. | Wakefield, RI | May 2021 - Oct 2021 | < 1 |
Metlife | Tampa, FL | Nov 2020 - Jun 2021 | < 1 |
Fis | St. Peteresburg, FL | Aug 2020 - Oct 2020 | < 1 |
Unemployed | St. Petersburg, FL | Nov 2019 - Jul 2020 | < 1 |
Citizens Securities, Inc. | North Kingstown, RI | Apr 2019 - Oct 2019 | < 1 |
Citizens Bank | North Kingstown, RI | Mar 2019 - Oct 2019 | < 1 |
Unemployed | Wakefield, RI | Feb 2019 - Feb 2019 | < 1 |
Elon University | Elon, NC | Aug 2014 - Jan 2019 | 4 |
Darmann Abrasive Products, Inc. | Clinton, MA | May 2018 - Aug 2018 | < 1 |
Darmann Abrasive Products, Inc. | Clinton, MA | May 2017 - Aug 2017 | < 1 |
Interstate Navigation | Narragansett, RI | May 2016 - Aug 2016 | < 1 |
Interstate Navigation | Narraganssett, RI | May 2015 - Aug 2015 | < 1 |
Interstate Navigation | Narraganssett, RI | Jun 2014 - Aug 2014 | < 1 |
South Kingstown High School | South Kingstown, RI | Sep 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2023 |
S63 | Uniform Securities State Law Examination | Jun 2019 |
- RI
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- 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, VT, WA, WI, WV, WY
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