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David Lawrence Meade

Gradient Securities, LLC

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About David Lawrence Meade

David Meade is a financial advisor based in Jackson, Michigan. David is registered with Gradient Securities, LLC and has been in the industry since 2007. Prior to joining Gradient Securities, LLC, David worked at CORECAP INVESTMENTS, INC. and Ameritas Investment Corp. David holds Series 6 and Series 63 licenses. David's areas of expertise include retirement planning, investments, and financial planning. David provides services to individuals, high net worth individuals, corporations, pension plans and other businesses.

Firm Information

David Meade is currently registered with Gradient Securities, LLC. Gradient Securities, LLC is a Limited Liability Company formed in April 2003. Based in Arden Hills, Minnesota, the firm provides investment advisory services to individuals, high-net-worth individuals, corporations, businesses, pension plans, and individuals other than high-net-worth. They offer financial planning, pension consulting, portfolio management, and selection of other advisers. The firm manages approximately $475 million in assets for over 6,600 clients.
Gradient Securities, LLC

4105 LEXINGTON AVENUE N

ARDEN HILLS, MN 55126

$475.17M

Assets Under Management

921

Total Clients

91

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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David Meade’s Registration & Firm History

MI

11/14/2019 - Present

Gradient Securities, LLC (Jackson MI)

MI

12/09/2016 - 11/18/2019

CORECAP INVESTMENTS, INC. (SOUTHFIELD MI)

MI

12/12/2007 - 12/21/2016

AMERITAS INVESTMENT CORP. (JACKSON MI)

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Licenses & Designations

BC

Issued 12/11/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Lawrence Meade.
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