Rodney Meyer
Rodney Meyer is a registered investment advisor at Private Advisor Group, LLC, based in Bonita Springs, FL, with 34 years of industry experience. Rodney is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
Bonita Springs, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2002Other Business Activities
Rodney operates under several DBAs, including Meyer Financial & Consulting, LLC and Meyer & Norland Financial Group. He provides investment advisory services through Private Advisor Group, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Investors Financial Group
LPL Financial LLC
U.S. Bancorp Piper Jaffray INC.Broker
State Registrations9 states
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
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