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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Elgin Meadors is a financial advisor who has been in the industry since 1994. David Elgin Meadors currently works for Morgan Stanley and has been registered with the firm since 2009. Prior to working at Morgan Stanley, David Elgin Meadors was employed at Citicorp Global Markets Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, PaineWebber Incorporated, J.C. Bradford & Co., and Dain Rauscher Incorporated. David Elgin Meadors holds the Series 7, Series 31, and Series 63 licenses. David Elgin Meadors specializes in financial planning, asset allocation, and investment management. David Elgin Meadors also provides advice on investment management for individuals and businesses, investment clubs, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, and corporations. David Elgin Meadors is registered to provide investment advice in 45 states.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
TX
06/01/2009 - Present
Morgan Stanley (Plano TX)
TX
04/03/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PLANO TX)
TX
07/01/2003 - 04/07/2009
WACHOVIA SECURITIES, LLC (PLANO TX)
NY
08/21/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/14/2000 - 09/05/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/22/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
03/02/1998 - 03/02/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
03/06/1995 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
07/25/1994 - 03/16/1995
SMITH BARNEY INC. (NEW YORK NY)
NA
12/13/1993 - 06/30/1994
REYNOLDS KENDRICK STRATTON, INC.
MN
12/13/1993 - 03/24/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/13/1993 - 03/24/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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