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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Vincent Meaglia is an investment advisor representative with Coppell Advisory Solutions LLC. Thomas has been in the industry since 1979 and has experience in a variety of financial products and services. Thomas's specializations include portfolio management for businesses and individuals, as well as financial planning and selection of other advisors. Thomas has also worked for Meridian Capital Group, Inc., Cruttenden Roth Incorporated, Everen Securities, Inc., Bateman Eichler, Hill Richards, Incorporated, Shearson Lehman Hutton Inc., E. F. Hutton & Company Inc, IDS Life Insurance Company, Investors Diversified Services, Inc., and IDS Marketing Corporation. Thomas has a CFA designation.
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.
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.
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2
CA
09/08/2022 - Present
Coppell Advisory Solutions LLC (LA VERNE CA)
CA
04/08/1997 - 03/10/1999
MERIDIAN CAPITAL GROUP, INC. (SAN FRANCISCO CA)
CA
05/10/1994 - 04/16/1997
CRUTTENDEN ROTH INCORPORATED (NEWPORT BEACH CA)
MO
09/04/1990 - 01/29/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
07/02/1990 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NY
05/14/1988 - 07/27/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
10/05/1983 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
02/14/1979 - 10/28/1983
IDS LIFE INSURANCE COMPANY
NA
02/14/1979 - 10/28/1983
INVESTORS DIVERSIFIED SERVICES, INC.
NA
02/14/1979 - 10/21/1983
IDS MARKETING CORPORATION
IA
Issued 03/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1979
Series 1 - Registered Representative Examination
Active
Inactive
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