AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
TM

Thomas A. Meyers

FRANKLIN DISTRIBUTORS
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 1912302
TM

Professional summary


Thomas Alan Meyers, who also goes by Thomas Alan Meyers, Thomas Alan Meyers Jr., Tom Alan Meyers, Thomas Meyers, is a registered financial professional currently at FRANKLIN DISTRIBUTORS, LLC located in Chicago, Illinois.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 1989. Thomas has worked at 9 firms and has passed the Series 63, Series 66, Series 99TO, Series 7TO, SIE, Series 3, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas Alan Meyers | Thomas Alan Meyers Jr. | Tom Alan Meyers | Thomas Meyers

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) - BD


Click below to view Thomas Alan Meyers's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

February 23, 2022 - Present

FRANKLIN DISTRIBUTORS, LLC

Office #1: 155 N Wacker Suite 3660, Chicago, IL 60606
BD
CRD#: 109064
Chicago, IL
Past

February 8, 2024 - July 3, 2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
Chicago, IL
Past

May 3, 2004 - September 30, 2004

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

January 15, 2003 - June 14, 2004

SEIX INVESTMENT ADVISORS INC

RIA
CRD#: 106142
WOODCLIFF LAKE, NJ
Past

May 10, 2001 - November 25, 2002

GOODWIN CAPITAL ADVISERS, INC.

RIA
CRD#: 108290
INDIANAPOLIS, IN
Past

November 17, 2000 - November 8, 2002

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

December 4, 1991 - August 15, 2000

CONSECO EQUITY SALES, INC.

BD
CRD#: 4125
CARMEL, IN
Past

October 9, 1990 - July 31, 1991

CONSECO SECURITIES, INC.

BD
CRD#: 25594
Past

January 17, 1989 - December 8, 1989

EFC SPONSORS CORPORATION

BD
CRD#: 5210

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/3/2023)
RR
Alaska
(1/3/2023)
RR
Arizona
(1/3/2023)
RR
Arkansas
(1/3/2023)
RR
California
(1/3/2023)
RR
Colorado
(1/3/2023)
RR
Connecticut
(1/3/2023)
RR
Delaware
(1/3/2023)
RR
District of Columbia
(1/3/2023)
RR
Florida
(1/3/2023)
RR
Georgia
(1/3/2023)
RR
Hawaii
(1/3/2023)
RR
Idaho
(1/3/2023)
RR
Illinois
(12/21/2022)
RR
Indiana
(1/3/2023)
RR
Iowa
(1/3/2023)
RR
Kansas
(1/3/2023)
RR
Kentucky
(1/3/2023)
RR
Louisiana
(1/3/2023)
RR
Maine
(1/3/2023)
RR
Maryland
(1/3/2023)
RR
Massachusetts
(1/3/2023)
RR
Michigan
(1/3/2023)
RR
Minnesota
(1/3/2023)
RR
Mississippi
(1/3/2023)
RR
Missouri
(1/3/2023)
RR
Montana
(1/3/2023)
RR
Nebraska
(1/3/2023)
RR
Nevada
(1/3/2023)
RR
New Hampshire
(1/3/2023)
RR
New Jersey
(1/3/2023)
RR
New Mexico
(1/3/2023)
RR
New York
(1/3/2023)
RR
North Carolina
(1/3/2023)
RR
North Dakota
(1/3/2023)
RR
Ohio
(1/3/2023)
RR
Oklahoma
(1/3/2023)
RR
Oregon
(1/3/2023)
RR
Pennsylvania
(1/3/2023)
RR
Puerto Rico
(1/3/2023)
RR
Rhode Island
(1/3/2023)
RR
South Carolina
(1/3/2023)
RR
South Dakota
(1/3/2023)
RR
Tennessee
(1/3/2023)
RR
Texas
(1/3/2023)
RR
Utah
(1/3/2023)
RR
Vermont
(1/3/2023)
RR
Virgin Islands
(1/3/2023)
RR
Virginia
(1/3/2023)
RR
Washington
(1/3/2023)
RR
West Virginia
(1/3/2023)
RR
Wisconsin
(1/3/2023)
RR
Wyoming
(1/3/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 12/19/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/3/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 7/1/2025
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/23/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FD
FRANKLIN DISTRIBUTORS, LLC
FRANKLIN DISTRIBUTORS, LLC | UNIFIED DISTRIBUTORS LLC | LEGG MASON INVESTORS SERVICES, LLC | LEGG MASON INVESTOR SERVICES, LLC | LATINVALLEY SECURITIES LLC

CRD#: 109064 / SEC#: , 8-53089

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
One Franklin Parkway, San Mateo, CA 94403
Mailing Address
1201 Wills Street, Baltimore, MD 21231
Phone number
(800) 632-2350
Established
Delaware since 12/01/2000
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TEMPLETON WORLDWIDE, INC.SHAREHOLDER
CIEPRISZ, KENNETH DAVIDCHIEF COMPLIANCE OFFICER2303713
GAMBA, DANIEL ERNESTOCHIEF EXECUTIVE OFFICER4594704
MASOM, JEFFREY SCOTTPRESIDENT-DIRECTOR2870966
PATERSON, DAVIDCHIEF FINANCIAL OFFICER AND DESIGNATED FINANCIAL PRINCIPAL7001546

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


FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064Chicago, IL 60606

TRUST BUT VERIFY

Monitor Thomas Meyers

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Michael Walter Basile
Michael BasileAdvisorCheck Check Mark
COUNTRY CAPITAL MANAGEMENT COMPANY
RR
Chicago, IL
JV
Jaime VillalobosAdvisorCheck Check Mark
WILLIAM BLAIR
IAR
RR
Chicago, IL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics