GM
Gary D. Meeks
NWF ADVISORY SERVICES
PRICE, UT 84501
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CRD#: 2445012
GM
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.
1. VARIOUS INSURANCE CARRIERS, INSURANCE, REPRESENTATIVE SELLS LIFE AND ANNUITIES; 2. NAME OF OTHER BUSINESS: MEEKS FINANCIAL, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2005, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. INSURANCE BUSINESS POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2024 ADDRESS: 163 East 100 North, Price UT 84501, United States DESCRIPTION: Insurance agent. 4. PINNACLE FINANCIAL ADVISORS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 100 START DATE: 05/14/2024 ADDRESS: 163 East 100 North, Price UT 84501, United States DESCRIPTION: DBA and operating LLC to encompass all financial advising and insurance business already disclosed elsewhere. New operating name with a new website 5. GARY D MEEKS REVOCABLE CHILDREN'S TRUST POSITION: Trustee NATURE: Family Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/18/2012 ADDRESS: 1450 Sagewood Rd, unit 11, Price UT 84501, United States DESCRIPTION: Trustee 6. SKYLINE LODGE, LLC POSITION: member of LLC NATURE: Cabin owned by LLC for non-business activities. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2013 ADDRESS: 1586 West 1725 South, Woods Cross UT 84087, United States DESCRIPTION: Help maintain the property 7. NWF ADVISORY SERVICES, INC POSITION: Investment Advisor Representative NATURE: Corporation^Registered Investment Adviser INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 2 START DATE: 07/30/2025 ADDRESS: 163 E 100 N, PRICE UT 84501-2501, United States DESCRIPTION: I provide Advisory Services such as WRAP, FEE Accounts and Financial Plans. I devote about half of my time to this business.
CRS (Client Relationship Summary) - RIA
Click below to view Gary Dwayne Meeks's 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®
NoneExperience
Current
June 4, 2025 - Present
NWF ADVISORY SERVICES INC
Office #1: 163 East 100 North, Price, UT 84501RIA
CRD#: 110410
PRICE, UT
Current
May 1, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 163 East 100 North, Price, UT 84501RIA
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
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)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,979 |
| AUM (Assets Under Management) | $ 3,824,876,751 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
