Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Meador is a financial advisor with MAI Capital Management, LLC. David has been working in the financial services industry for over 20 years. David has a wide range of experience in the financial industry, including working with high-net-worth individuals, families, businesses, and institutions. David is also a registered investment advisor representative. David is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Due diligence/research
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.
Percentage of non-investment income
1
2
AR
07/20/2023 - Present
MAI Capital Management, LLC (Little Rock AR)
AR
10/26/2016 - 06/10/2020
AMERIPRISE FINANCIAL SERVICES, LLC (LITTLE ROCK AR)
GA
03/11/2011 - 10/18/2016
NEUBERGER BERMAN LLC (ATLANTA GA)
GA
05/22/2001 - 06/30/2016
NEUBERGER BERMAN MANAGEMENT LLC (ATLANTA GA)
TX
01/10/2000 - 06/14/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 06/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Meador is the right advisor for you? Invested Better is here to help.
