Meyers Financial Services
Meyers Financial Services (CRD# 136624) is a financial advisory firm headquartered in Sonoma, CA. They manage $22,214,513 in 89 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management22MILLION
-
Total Number of Accounts89ACCOUNTS
-
Average Account Value$249,601
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Meyers Financial Services
1
Lillian Meyers (CRD# 2016710) is an Investment Advisor Representative working at Meyers Financial Services in Sonoma, CA and has over 33 years of experience in the finance industry.
2
Ariel Andrews-Nolan (CRD# 7347309) is an Investment Advisor Representative working at Meyers Financial Services in Sonoma, CA and has over 3 years of experience in the finance industry.
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