Doug E. Meeks

PIER LLC

Plano, TX

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CRD#: 5990120

Professional summary

Doug Elton Meeks is a registered financial advisor currently at PIER LLC located in Plano, Texas.

Doug is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Doug has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Doug Meeks is the owner of the consulting firm, True MEP Consulting, LLC. This firm provided field assessment and capital planning budgets in support of large real estate transactions. It is not investment related on the behalf of True MEP Consulting, LLC. Mr. Meeks as owned part or all of this firm since January 1st, 2017. Mr. Meeks spends 25% of his time performing this work, very little of this time is spent during trading hours, approximately two hours per week. Mr. Meeks performs final budget review and correction and analyzes field reports and pictures from property sites. A few times each quarter Mr. Meeks will travel to the job sites to meet with or provide top level support to field contractors.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Doug Elton Meeks's CRS (Customer Relationship Summary).

PIER LLC

RIA

CRD#: 158377

PLANO, TX

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

Texas
(3/12/2025)

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 65

Date: 10/7/2011

Uniform Investment Adviser Law Examination

Current Firm

PIER LLC

CRD#: 158377 / SEC#:

Texas

Registered Investment Advisory firm - (3/12/2025 Approved)

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Contact information

Main Address

Plano, TX

Mailing Address

Phone number

(214) 385-3178

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	42
AUM (Assets Under Management)	$ 17,730,000

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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Doug E. Meeks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Doug Elton Meeks's CRS (Customer Relationship Summary).

Certified licenses

Experience

PIER LLC

PIER LLC

PIER LLC

PIER LLC

PIER LLC

PIER LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/7/2011

Current Firm

PIER LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PIER LLC

TRUST BUT VERIFY

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