Lillian M. Meyers
Professional summary
Lillian Marie Meyers, CFP® is a registered financial advisor currently at MEYERS FINANCIAL SERVICES located in Sonoma, California.
Lillian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Lillian has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lillian Marie Meyers's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
January 3, 2006 - Present
MEYERS FINANCIAL SERVICES
Office #1: 670 West Napa Street Suite C, Sonoma, CA 95476-6437June 3, 2013 - December 31, 2016
GIRARD SECURITIES, INC.
June 3, 2013 - December 31, 2016
GIRARD SECURITIES, INC.
August 18, 2004 - June 4, 2013
COMMONWEALTH FINANCIAL NETWORK
August 18, 2004 - June 4, 2013
COMMONWEALTH FINANCIAL NETWORK
March 9, 1994 - December 13, 2004
AVANTAX ADVISORY SERVICES
July 2, 1990 - August 26, 2004
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2006)
Exams
Current Firm
MEYERS FINANCIAL SERVICES
CRD#: 136624 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 94 |
| AUM (Assets Under Management) | $ 25,000,000 |
Red Flags
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Company Information
MEYERS FINANCIAL SERVICES
CRD#: 136624Sonoma, CA 95476-6437TRUST BUT VERIFY
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