RM
RM

Ricky Meeks

32 Years of Experience
Kannapolis, NC
Broker

Ricky Meeks is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Kannapolis, NC, with 32 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

313 S. Main Street, Suite 100, Kannapolis, NC, 28081

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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

Ricky is involved in several real estate ventures, including Carolina Property Holdings LLC, RBM Property Investments, and Storage Property Investors LLC, dedicating minimal time to each. He is also the president and financial planner for Meeks Financial, a support company, also requiring minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
October 2000 - Present · 25 yrs 7 mos
Previous Registrations
Raymond James Financial Services
December 2001 - January 2009 · 7 yrs 1 mo
Edward JonesBroker
February 1994 - October 2000 · 6 yrs 8 mos
State Registrations15 states
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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.
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