Frederick C. Myers
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.
Frederick Clark Myers, CFP®, who also goes by Fred C. Myers, Fred Clark Myers, Frederick Myers, was a registered financial professional .
Frederick is a previously registered financial professional and started their career in finance in 1987. Frederick had worked at 4 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 8, 2011 - June 5, 2024
FRED MYERS, CPA, P.C.
August 14, 2003 - December 31, 2010
FRED MYERS, CPA, P.C.
June 10, 1994 - December 31, 2005
LUCIEN, STIRLING & GRAY FINANCIAL CORPORATION
January 19, 1988 - January 25, 1994
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
May 21, 1987 - January 12, 1988
WADDELL & REED
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
FRED MYERS, CPA, P.C.
CRD#: 116010 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 91 |
| AUM (Assets Under Management) | $ 39,145,971 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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