Patrick Meyer is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Richmond, VA, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3019 West Moore Street, Suite 100, Richmond, VA, 23230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick holds the WF Finet practice through Meyer Wealth Management LLC, dedicating about half his time to it. He also has 25% ownership in River Hills Wealth Management, LLC, spending about half his time there as well, and is a trustee for Meyer Wealth Management I401K, spending minimal time on it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations17 states
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