Unclaimed
Eric Christopher Meushaw is an investment advisor representative registered with Integrated Advisors Network LLC. Eric has been in the industry for 20 years and holds several licenses, including Series 6, 7, 63, and 65. Eric has been associated with First Allied Securities, Inc. and First Allied Advisory Services, Inc., before joining Integrated Advisors Network LLC in 2015. Eric is a Certified Financial Planner and provides financial planning services to individuals, families, businesses, and charitable organizations. Eric also provides investment analysis and portfolio management services. Eric's current firm, Integrated Advisors Network LLC, is a registered investment advisor with offices in Dallas, Texas, and Mount Airy, Maryland. The firm has a strong reputation for providing high-quality investment advice to clients. Eric is a valuable asset to Integrated Advisors Network LLC and is committed to helping clients achieve their financial goals.
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.
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
MD
04/11/2017 - Present
Integrated Advisors Network LLC (MOUNT AIRY MD)
MD
02/15/2008 - 06/24/2015
FIRST ALLIED SECURITIES, INC. (MOUNT AIRY MD)
MD
09/15/2003 - 02/19/2008
ADVANTAGE CAPITAL CORPORATION (MT. AIRY MD)
IA
Issued 05/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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