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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Leon Meeks is an investment advisor representative with Avantax Advisory Services. William Leon Meeks has been in the industry since March 12, 1997. William Leon Meeks is registered with the state of California as both a broker-dealer and an investment advisor. William Leon Meeks has passed the Series 63, Series 65, Series 7 and SIE exams. William Leon Meeks is a tax preparer and accountant with Leon Meeks Financial & Accounting and Leon Meeks Accountancy Corp. William Leon Meeks is also a registered representative with 1st Global Capital Corp. William Leon Meeks' specializations include Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for Individuals.
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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
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2
CA
01/21/1999 - Present
Avantax Advisory Services (Venture CA)
TX
03/13/1997 - 01/15/1999
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
IA
Issued 11/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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