Harold Meyers
Harold Meyers is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Los Angeles, CA, with 56 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
Los Angeles, CA
Get directionsHistory
Regulatory History (8)
Customer Dispute
January 2017Customer Dispute
July 2016Customer Dispute
October 2015Customer Dispute
September 1998Customer Dispute
March 1996Customer Dispute
July 1995Regulatory
August 1994Regulatory
April 1986Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Van Kasper, LLCBroker
Meyers Securities CorporationBroker
H.J. Meyers & CO., INC.Broker
H.J. Meyers & CO., INC.Broker
Loeb PartnersBroker
Loeb Rhoades & CO. INC.Broker
Loeb, Rhoades & CO. INC.Broker
Shearson, Hammill & CO., IncorporatedBroker
State Registrations16 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.