Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Lamont Meacham is an investment advisor representative associated with Vivaldi Capital Management LP. Chris has been in the financial services industry since 1985. Chris specializes in providing financial planning and investment advice to high-net-worth individuals, corporations, and trusts. Chris also provides portfolio management services for pooled investment vehicles and pension consulting. Chris has a Personal Financial Specialist designation and has passed the Series 7, 3, 63, 24, and 65 exams.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/01/2025 - Present
Vivaldi Capital Management LP (SAN DIEGO CA)
NY
10/10/2007 - 12/31/2007
KEYSTONE CAPITAL CORPORATION (NEW YORK NY)
CA
01/02/2003 - 06/27/2005
CAPSTONE INVESTMENTS (SAN DIEGO CA)
CA
12/23/1999 - 09/19/2002
WARNER BECK INCORPORATED (SAN DIEGO CA)
CA
12/16/1988 - 09/03/1999
DUNHAM AND ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
NA
05/23/1985 - 11/25/1988
KAVANAUGH SECURITIES, INC.
IA
Issued 02/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/09/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/14/1999
Series 3 - National Commodity Futures Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Chris Meacham is the right advisor for you? Invested Better is here to help.
