Marvin J. Meyers
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.
Marvin Joseph Meyers was a registered financial professional .
Marvin is a previously registered financial professional and started their career in finance in 1985. Marvin had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 20, 2009 - January 17, 2017
STRATEGIC FINANCIAL PARTNERS, LTD
June 9, 2004 - December 9, 2009
LPL FINANCIAL LLC
June 9, 2004 - January 6, 2017
LPL FINANCIAL LLC
September 6, 2000 - June 15, 2004
WS GRIFFITH SECURITIES, INC.
August 30, 1993 - June 15, 2004
WS GRIFFITH SECURITIES, INC.
February 26, 1985 - August 30, 1993
VP DISTRIBUTORS LLC
Primary Firm SEC Registration
STRATEGIC FINANCIAL PARTNERS, LTD
CRD#: 148858 / SEC#: 801-77447
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
STRATEGIC FINANCIAL PARTNERS, LTD
CRD#: 148858 / SEC#: 801-77447
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 900 |
| AUM (Assets Under Management) | $ 268,796,391 |
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.
