Stephen J. Meeks

INTERLINC FINANCIAL ADVISORS

PLANO, TX 75093

Some features on this profile are disabled

CRD#: 3038011

Professional summary

Stephen Javier Meeks, who also goes by Steve Meeks, is a registered financial advisor currently at INTERLINC FINANCIAL ADVISORS, INC. located in Plano, Texas.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Stephen has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steve Meeks

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.

Texas Family Insurance & Retirement Services, Inc.; Plano, TX; Investment Related; Owner/Insurance Agent; Fixed Insurance Sales; Started 06/2010. Approximately 120 hours per month are spent in this activity; 0 of these hours are spent during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Javier 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®

None

Experience

Current

November 21, 2017 - Present

INTERLINC FINANCIAL ADVISORS, INC.

Office #1: 5068 W Plano Pkwy 385, Plano, TX 75093

RIA

CRD#: 290740

PLANO, TX

Past

January 6, 2016 - December 5, 2017

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

Plano, TX

Past

May 15, 1998 - December 31, 1998

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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.

Highlighted states indicate IAR registrations

IAR

Texas
(11/21/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/25/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/21/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 4/20/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INTERLINC FINANCIAL ADVISORS, INC.

CRD#: 290740 / SEC#:

Texas

Registered Investment Advisory firm - (11/21/2017 Approved)

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

5068 W Plano Pkwy 385, Plano, TX 75093

Mailing Address

Phone number

(214) 778-5645

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

Garland, TX

Jonathan Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

IAR

DALLAS, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Stephen J. Meeks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Javier Meeks's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTERLINC FINANCIAL ADVISORS, INC.

BROOKSTONE CAPITAL MANAGEMENT LLC

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/25/2015

Series 63

Date: 4/21/1998

Series 6

Date: 4/20/1998

Current Firm

INTERLINC FINANCIAL ADVISORS, INC.

Contact information

Documents

Red Flags

Company Information

INTERLINC FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

Similar Advisors