Trevor Meadors
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.
Trevor Meadors, who also goes by Trevor Adam Meadors, was a registered financial professional .
Trevor is a previously registered financial professional and started their career in finance in 2003. Trevor had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 21, 2016 - August 30, 2016
EAGLE STRATEGIES LLC
October 1, 2015 - August 30, 2016
NYLIFE SECURITIES LLC
September 7, 2012 - November 17, 2014
LPL FINANCIAL LLC
September 7, 2012 - November 17, 2014
LPL FINANCIAL LLC
May 23, 2007 - September 6, 2012
EDWARD JONES
February 8, 2007 - September 6, 2012
EDWARD JONES
November 14, 2003 - February 2, 2007
STATE FARM VP MANAGEMENT CORP.
Primary Firm SEC Registration
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
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
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
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.
