Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry D. Meeks is an investment advisor representative associated with Avantax Advisory Services in Alpharetta, GA. Barry has been in the financial services industry since 2004, and has been registered with Avantax Advisory Services since 2009. Barry holds a Series 6, 7, 63, 65, and 66 licenses. Barry has also been awarded the Personal Financial Specialist designation. Barry provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Barry is also a registered tax preparer and operates Meeks & Associates LLC, a tax preparation and accounting firm in Alpharetta, GA.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
GA
08/26/2009 - Present
Avantax Advisory Services (Alpharett GA)
MA
07/07/2004 - 06/24/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 07/02/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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