Donald Meade is a registered investment advisor, based in Charleston, SC, with 29 years of industry experience.
Location
4000 S Faber Place Dr., Ste. 300, Charleston, SC, 29405
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is an independent insurance agent for various companies since 2013, dedicating minimal time to this. He is also an advisory representative of a registered investment advisor, CIRA, spending nearly full-time hours on this, and owns Holy City Wealth Management, spending full-time hours on this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations2 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.