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Carl Meyers

44 Years of Experience
Plymouth, MI
Broker

Carl Meyers is a registered investment advisor at Raymond James & Associates, INC., based in Plymouth, MI, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

505 S. Main Street, Plymouth, MI, 48170

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Carl is a Republican Precinct Delegate for the City of Dearborn, MI, and a Regent for the University of Michigan Board of Regents. These political activities require minimal time commitment and are not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2010 - Present · 15 yrs 9 mos
Raymond James & Associates, INC.Broker
June 1998 - Present · 28 yrs 1 mo
Previous Registrations
Roney & CO.Broker
May 1998 - September 1999 · 1 yr 4 mos
Roney & CO. L.L.C.Broker
July 1990 - May 1998 · 7 yrs 10 mos
Painewebber IncorporatedBroker
January 1982 - July 1990 · 8 yrs 6 mos
State Registrations22 states
ARAZCACOFLILINMAMIMSNCNHNJNMNYOHPASCTNUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.