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KM

Keith D. Meeks

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CRD#: 1089953
KM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Keith Darren Meeks was a registered financial professional .

Keith is a previously registered financial professional and started their career in finance in 1984. Keith had worked at 8 firms and has passed the Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 12, 1995 - August 9, 2002

PENSION PLANNERS SECURITIES, INC.

BD
CRD#: 14068
SACRAMENTO, CA
Past

June 24, 1994 - June 7, 1995

FOOTHILL SECURITIES, INC.

BD
CRD#: 1027
SANTA CLARA, CA
Past

May 28, 1993 - July 13, 1994

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

February 1, 1989 - June 8, 1993

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

June 2, 1987 - February 25, 1989

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
Past

September 13, 1984 - June 5, 1985

NYLIFE SECURITIES LLC

BD
CRD#: 5167
Past

February 27, 1984 - May 23, 1984

UR FINANCIAL, INC.

BD
CRD#: 10509
Past

February 27, 1984 - December 28, 1984

NEW ENGLAND SECURITIES

BD
CRD#: 615

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 7
Date: 3/18/1989
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PP
PENSION PLANNERS SECURITIES, INC.
ANGUS BARKER & NEUBERT SECURITIES | PENSION PLANNERS SECURITIES, INC. | PENSION PLANNERS INSURANCE SERVICES, INC. | ANGUS, BARKER & NEUBERT SECURITIES, INC.

CRD#: 14068 / SEC#: , 8-30212

BD
Terminated by SEC on 12/30/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 07/23/1983
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BAR FINANCIAL, LLCLLC
BRACKETT, JOHN LAWRENCEPRESIDENT832912
BARKER, WILLIAM ARTHURVICE PRESIDENT12584
COCO, GINA MARIEVICE PRESIDENT AND CEO2123653
NEUBERT, JON MICHAELTREASURER346663

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PENSION PLANNERS SECURITIES, INC.

CRD#: 14068

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