JV
James E. Van Meter
REALTA INVESTMENT ADVISORS,
RENO, NV
Some features on this profile are disabled
CRD#: 4557517
JV
Professional summary
James Edward Van Meter, CFP®, who also goes by James Edward Vanmeter, James Vanmeter, is a registered financial advisor currently at REALTA INVESTMENT ADVISORS, INC located in Reno, Nevada and REALTA EQUITIES, INC. located in Wilmington, Delaware.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. James has worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James Edward Vanmeter | James Vanmeter
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) Tahoe Financial Planning, LLC dba; Reno NV; President and Owner since 11/2006; Financial planning to include: securities sales, investment advisory, and fixed insurance; approximately 40+ hours per week during normal trading hours. (2) Realta Investment Advisors, Inc.; Wilmington, DE: start 01/2024; Investment Advisor Representative; www.realtawealth.com; Investment Advisory Business; advisory fees; 40 hours per week during normal trading hours. (3) Multiple insurance IMO's and carriers; Start: 03/2024; sale of fixed insurance products, fixed annuities, life insurance, and long-term care; Independent life insurance agent; Commissions; 40+ hours per week during normal trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view James Edward Van Meter'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®
CFP®
Start date: 2008
Experience
Current
January 26, 2024 - Present
REALTA INVESTMENT ADVISORS, INC
RIA
CRD#: 134952
RENO, NV
Current
January 23, 2024 - Present
REALTA EQUITIES, INC.
Office #1: 1201 N. Orange Street Suite 729, Wilmington, DE 19801BD
CRD#: 23769
WILMINGTON, DE
Past
May 9, 2023 - January 22, 2024
CABIN SECURITIES, INC.
BD
CRD#: 137608
Reno, NV
Past
April 7, 2015 - May 2, 2023
CENTER STREET ADVISORS, INC.
RIA
CRD#: 169329
RENO, NV
Past
August 15, 2013 - May 2, 2023
CENTER STREET SECURITIES, INC.
BD
CRD#: 26898
RENO, NV
Past
March 6, 2013 - April 6, 2015
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
RENO, NV
Past
February 26, 2008 - November 23, 2009
TAHOE FINANCIAL PLANNING LLC
RIA
CRD#: 145782
RENO, NV
Past
August 2, 2005 - December 31, 2005
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
HOUSTON, TX
Past
August 28, 2002 - July 1, 2005
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
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".
RI
REALTA INVESTMENT ADVISORS, INC
BARRACK YARD ADVISORS | YOUNGS FINANCIAL PLANNING & WEALTH MANAGEMENT | WINTHER ASSET MANAGEMENT | WEALTH SOLUTIONS | STAUFFERWILLIAMS ASSET MANAGEMENT | SOMERVILLE INVESTMENTS | REALTA WEALTH | REALTA INVESTMENT ADVISORS, INC | MCLAUGHLIN FINANCIAL GROUP | LEGEND CAPITAL GROUP | IRON VALLEY WEALTH MANAGEMENT | INDEPENDENT WEALTH MANAGEMENT | HR&S FINANCIAL SERVICES | FOUNDRY WEALTH ADVISORS | DONNELLY, MICHAEL | DONNELLY STEEN & COMPANY | DONNELLY ADVISORS GROUP, INC. | DONNELLY ADVISORS GROUP, INC | DIVERSIFIED ASSET MANAGEMENT | COASTAL VALUE PARTNERS | COASTAL INVESTMENT ADVISORS, INC. | COASTAL INVESTMENT ADVISORS | COASTAL ADVISORY GROUP | COASTAL | BLACKBURN CAPITAL MANAGEMENT
CRD#: 134952 / SEC#: 801-68000
RIA
Registered Investment Advisory firm - (6/6/2007 Approved)New Jersey
Registered Investment Advisory firm - (6/11/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)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
California(1/23/2024)
RR
Florida(1/23/2024)
RR
Georgia(1/23/2024)
RR
Nevada(1/23/2024)
IAR
Nevada(1/26/2024)
RR
Washington(1/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
RI
REALTA INVESTMENT ADVISORS, INC
BARRACK YARD ADVISORS | YOUNGS FINANCIAL PLANNING & WEALTH MANAGEMENT | WINTHER ASSET MANAGEMENT | WEALTH SOLUTIONS | STAUFFERWILLIAMS ASSET MANAGEMENT | SOMERVILLE INVESTMENTS | REALTA WEALTH | REALTA INVESTMENT ADVISORS, INC | MCLAUGHLIN FINANCIAL GROUP | LEGEND CAPITAL GROUP | IRON VALLEY WEALTH MANAGEMENT | INDEPENDENT WEALTH MANAGEMENT | HR&S FINANCIAL SERVICES | FOUNDRY WEALTH ADVISORS | DONNELLY, MICHAEL | DONNELLY STEEN & COMPANY | DONNELLY ADVISORS GROUP, INC. | DONNELLY ADVISORS GROUP, INC | DIVERSIFIED ASSET MANAGEMENT | COASTAL VALUE PARTNERS | COASTAL INVESTMENT ADVISORS, INC. | COASTAL INVESTMENT ADVISORS | COASTAL ADVISORY GROUP | COASTAL | BLACKBURN CAPITAL MANAGEMENT
CRD#: 134952 / SEC#: 801-68000
RIA
Registered Investment Advisory firm - (6/6/2007 Approved)New Jersey
Registered Investment Advisory firm - (6/11/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1201 N. Orange Street Suite 729, Wilmington, DE 19801
Mailing Address
Phone number
(888) 657-5200
Established
Firm type
Fiscal year end
# of Employees
64
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,958 |
| AUM (Assets Under Management) | $ 343,465,487 |
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.
