Audrey Myer
Audrey Myer is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Elizabethtown, PA, with 18 years of industry experience. Audrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B 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 | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
101 Masonic Drive, Elizabethtown, PA, 17022
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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
Audrey is Vice President, Secretary, and Advisory Representative at Masland & Barrick Advisory, Inc. and also an Investment Advisor for their RIA, spending a significant amount of time on these activities; she also sells fixed insurance products, dedicating minimal time to this. Audrey is also involved with Eder Financial Inc., the Financial Planning Association, and Camp Swatara.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Masland & Barrick Advisory, INC
Cetera Wealth Services, LLCBroker
Walnut Street Securities, INC.Broker
State Registrations19 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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