DM
DM

Daniel Meyers

38 Years of Experience
Rogers, AR
Broker

Daniel Meyers is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rogers, AR, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

3614 W Southern Hills Blvd, Suite 101, Rogers, AR, 72758

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Daniel receives funds from Wilson Coker/Raymond James through DPM, Inc to pay expenses. He also spends about half of his time as an advisor at Wilson Coker Meyers and dedicates a few hours per week to Wilson Coker Peterman Group.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.
January 1999 - Present · 27 yrs 6 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 6 mos
Previous Registrations
Raymond James Financial Services
June 1999 - January 2009 · 9 yrs 7 mos
Robert Thomas Securities, INCBroker
March 1995 - January 1999 · 3 yrs 10 mos
Smith Barney INC.Broker
July 1993 - February 1995 · 1 yr 7 mos
Lehman Brothers INC.Broker
May 1987 - July 1993 · 6 yrs 2 mos
State Registrations14 states
ARCACOFLHIKSLAMDMONCNEOKSCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.