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David M Meagher

Flyway Advisors

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About David M Meagher

David Meagher is an Investment Advisor Representative at Flyway Advisors. David has been in the financial industry for over 17 years. David is registered as an Investment Advisor in California and Idaho. David holds the Series 63, Series 65, Series 7TO, and SIE licenses. David specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. David is committed to providing his clients with the highest level of service and expertise.

Firm Information

David Meagher is currently registered with Flyway Advisors. Flyway Advisors is an investment advisor registered with the SEC. The firm provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and corporations. They also publish periodicals.

Not reported

Assets Under Management

Not reported

Total Clients

1

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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David Meagher’s Registration & Firm History

CA

12/06/2023 - Present

Flyway Advisors (DAVIS CA)

CA

09/29/2023 - 10/27/2023

LPL FINANCIAL LLC (WEST SACRAMENTO CA)

CA

02/06/2023 - 09/29/2023

SECURITIES AMERICA, INC. (WEST SACRAMENTO CA)

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Licenses & Designations

IA

Issued 02/19/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/16/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David M Meagher.
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