TM
TM
Theodore Meihofer
18 Years of Experience
Atlanta, GA
1 DisclosureBroker
Theodore Meihofer is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...
Location
1100 Abernathy Road Ne, Building 500; Suite 1850, Atlanta, GA, 30328
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2015Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
December 2018 - Present · 7 yrs 5 mos
Raymond James & Associates, INC.Broker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
August 2007 - December 2018 · 11 yrs 4 mos
UBS Financial Services INC.Broker
July 2007 - December 2018 · 11 yrs 5 mos
State Registrations11 states
ALCACOFLGAMENCNJNYOKUT
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.