Charles N. Meeks

MEEKS CAPITAL LLC

Winter Park, FL 32792

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CRD#: 5978077

Professional summary

Charles Nathan Meeks, CFP®, who also goes by C Nathan Meeks, Charles Meeks, Nathan Meeks, is a registered financial advisor currently at MEEKS CAPITAL LLC located in Winter Park, Florida.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Charles has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

C Nathan Meeks | Charles Meeks | Nathan 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.

09/2011 to Present Independent insurance agent. This is an investment-related business selling various insurance related products. Spends approximately 10% to 20% of time during business trading hours servicing the needs of insurance clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Nathan 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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

October 3, 2018 - Present

MEEKS CAPITAL LLC

Office #1: 1964 Howell Branch Road Suite 109, Winter Park, FL 32792

RIA

CRD#: 298773

Winter Park, FL

Past

August 25, 2017 - September 4, 2018

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

ORLANDO, FL

Past

August 18, 2017 - September 4, 2018

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

ORLANDO, FL

Past

April 29, 2015 - August 28, 2017

CETERA ADVISORS LLC

RIA

CRD#: 10299

MAITLAND, FL

Past

April 28, 2015 - August 28, 2017

CETERA ADVISORS LLC

CRD#: 10299

MAITLAND, FL

Past

December 23, 2011 - May 4, 2015

WADDELL & REED

RIA

CRD#: 866

MAITLAND, FL

Past

November 14, 2011 - May 4, 2015

WADDELL & REED

CRD#: 866

MAITLAND, FL

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

Florida
(10/3/2018)

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 66

Date: 12/22/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/4/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/12/2011

General Securities Representative Examination

Current Firm

MEEKS CAPITAL LLC

CRD#: 298773 / SEC#:

Florida

Registered Investment Advisory firm - (10/3/2018 Approved)

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Contact information

Main Address

1964 Howell Branch Road Suite 109, Winter Park, FL 32792

Mailing Address

Phone number

(407) 494-5439

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	186
AUM (Assets Under Management)	$ 22,486,533

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.

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Charles N. Meeks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Nathan Meeks's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEEKS CAPITAL LLC

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

CETERA ADVISORS LLC

CETERA ADVISORS LLC

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 12/22/2011

SIE

Date: 9/4/2018

Series 7

Date: 11/12/2011

Current Firm

MEEKS CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MEEKS CAPITAL LLC

TRUST BUT VERIFY

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