Charles G. Meyers
Professional summary
Charles Gerald Meyers, who also goes by Charles G Meyers, is a registered financial advisor currently at MCNALLY FINANCIAL SERVICES CORPORATION located in Potomac, Maryland.
Charles is registered as a RR (Registered Representative) and started their career in finance in 1985. Charles has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Charles Gerald Meyers's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 25, 2021 - Present
MCNALLY FINANCIAL SERVICES CORPORATION
February 10, 2003 - July 22, 2011
GROVE POINT INVESTMENTS, LLC
February 3, 2003 - March 11, 2021
GROVE POINT INVESTMENTS, LLC
July 19, 1996 - February 11, 2003
LEGG MASON WOOD WALKER, INCORPORATED
February 12, 1996 - February 11, 2003
LEGG MASON WOOD WALKER, INCORPORATED
April 18, 1985 - February 1, 1996
PRUDENTIAL EQUITY GROUP, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/19/2023)
(4/7/2021)
(5/10/2021)
(6/4/2021)
(4/21/2022)
(3/25/2021)
(4/16/2021)
(2/14/2022)
(3/31/2021)
(11/1/2021)
(4/21/2021)
(5/11/2021)
(4/22/2021)
(4/3/2023)
(4/6/2021)
(4/14/2021)
(4/24/2021)
(4/14/2021)
(3/9/2022)
Exams
FINRA
Current Firm
MCNALLY FINANCIAL SERVICES CORPORATION
CRD#: 121196 / SEC#: , 8-65388
Contact information
FINRA licenses (43 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MCNALLY, DAVID DORN | CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER | 839798 |
Regulatory assets under management
| Total Number of Accounts | 142 |
| AUM (Assets Under Management) | $ 25,149,615 |
Disclosures
| Regulatory Event | 5 |
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.
