Charles D. Meeks
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Charles Davenport Meeks JR, who also goes by Chip Meeks, was a registered financial professional .
Charles is a previously registered financial professional and started their career in finance in 1998. Charles had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 12, 2007 - December 2, 2021
INTERVEST INTERNATIONAL, INC.
September 12, 2007 - December 2, 2021
INTERVEST INTERNATIONAL EQUITIES CORPORATION
September 2, 2005 - April 24, 2007
FIRST COMMAND BROKERAGE SERVICES, INC.
July 8, 2005 - September 2, 2005
FIRST COMMAND BANK
October 15, 1998 - April 24, 2007
FIRST COMMAND BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
INTERVEST INTERNATIONAL, INC.
CRD#: 111516 / SEC#: 801-66615
Contact information
Regulatory assets under management
| Total Number of Accounts | 356 |
| AUM (Assets Under Management) | $ 39,933,048 |
Red Flags
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