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Gary D. Meeks

NWF ADVISORY SERVICES
PRICE, UT 84501
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CRD#: 2445012
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Professional summary


Gary Dwayne Meeks is a registered financial advisor currently at NWF ADVISORY SERVICES INC located in Price, Utah and OSAIC WEALTH, INC. located in Price, Utah.

Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Gary has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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) - RIA


Click below to view Gary Dwayne Meeks'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

June 4, 2025 - Present

NWF ADVISORY SERVICES INC

Office #1: 163 East 100 North, Price, UT 84501
RIA
CRD#: 110410
PRICE, UT
Current

May 1, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 163 East 100 North, Price, UT 84501
RIA
BD
CRD#: 23131
Price, UT
Past

May 1, 2024 - July 2, 2025

THE AMERIFLEX GROUP

RIA
CRD#: 305585
Prince, UT
Past

June 29, 2023 - May 15, 2024

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
PRICE, UT
Past

November 1, 2005 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
PRICE, UT
Past

October 26, 2005 - October 26, 2005

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
PRICE, UT
Past

October 26, 2005 - May 15, 2024

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
PRICE, UT
Past

March 7, 1995 - October 26, 2005

ZIONS DIRECT, INC.

RIA
CRD#: 17776
PRICE, UT
Past

February 9, 1994 - October 26, 2005

ZIONS DIRECT, INC.

BD
CRD#: 17776
SALT LAKE CITY, UT

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NA
NWF ADVISORY SERVICES INC
AFP ADVISORY SERVICES INC | NWF ADVISORY SERVICES INC

CRD#: 110410 / SEC#: 801-55681

RIA
Registered Investment Advisory firm - (6/30/1998 Approved)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
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
Arizona
(5/1/2024)
RR
California
(5/1/2024)
RR
Colorado
(5/1/2024)
RR
Nevada
(5/1/2024)
RR
Utah
(5/1/2024)
IAR
Utah
(6/4/2025)
RR
Wyoming
(5/1/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/22/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


NA
NWF ADVISORY SERVICES INC
AFP ADVISORY SERVICES INC | NWF ADVISORY SERVICES INC

CRD#: 110410 / SEC#: 801-55681

RIA
Registered Investment Advisory firm - (6/30/1998 Approved)
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Contact information


Main Address
11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064
Mailing Address
Phone number
(310) 475-5854
Established
Firm type
Fiscal year end
# of Employees
71

SEC notice filing (24 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NWF ADV PART 2 A 2024 (3/31/2025)

Regulatory assets under management


Total Number of Accounts11,979
AUM (Assets Under Management)$ 3,824,876,751

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


NWF ADVISORY SERVICES INC

CRD#: 110410Price, UT 84501

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