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HM

Herman L. Meers

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CRD#: 4591201
HM

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.

Herman Lewis Meers, who also goes by Lewis Meers, was a registered financial professional .

Herman is a previously registered financial professional and started their career in finance in 2002. Herman had worked at 3 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lewis Meers

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 6, 2004 - December 31, 2006

LEWIS MEERS FINANCIAL SERVICES, LLC

RIA
CRD#: 130376
PAMPA, TX
Past

January 16, 2003 - November 12, 2012

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
PAMPA, TX
Past

November 28, 2002 - November 12, 2012

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
PAMPA, TX

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/6/2003
Uniform Combined State Law Examination
General Industry/Product Exam

Current firm


No current employment

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


No current employment

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