Unclaimed Profile

Malcolm Gerald Meador

MEADOR FINANCIAL, INC.·THOUSAND OAKS, California

SIE, Series 6, Series 7, Series 24, Series 63, Series 66CFPClean record23 years registeredMEADOR FINANCIAL, INC.

100 E. THOUSAND OAKS BLVD., THOUSAND OAKS, CA 91360CRD# 2567625Firm CRD# 169013

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Malcolm Gerald Meador · THOUSAND OAKS, CA

Registration

CRD #2567625 · MEADOR FINANCIAL, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MEADOR FINANCIAL, INC.

MFA WEALTH SERVICES

Oct 2013 – Dec 2019

THOUSAND OAKS, CA

ALLIANCE ADVISORY & SECURITIES, INC

Sep 2008 – Nov 2013

THOUSAND OAKS, CA

1ST GLOBAL ADVISORS INC

Sep 2008 – Sep 2008

THOUSAND OAKS, CA

ALLIANCE ADVISORY & SECURITIES, INC

May 2004 – Aug 2008

THOUSAND OAKS, CA

FINANCIAL NETWORK INVESTMENT CORPORATION

May 2003 – Jun 2004

THOUSAND OAKS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · May 14, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MFA WEALTH SERVICES

CRD 169013 · SEC 801-108548

AUM

$224M

Regulatory assets under management

Employees

613 client accounts

Services offered by MFA WEALTH SERVICES

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MFA WEALTH SERVICES →

Introduction

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Frequently Asked Questions

What services does Malcolm Gerald Meador offer?

Malcolm Gerald Meador specializes in Financial Planning, Investment Management.

What are Malcolm Gerald Meador's credentials?

Malcolm Gerald Meador holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Malcolm Gerald Meador located?

Malcolm Gerald Meador is based in THOUSAND OAKS, California, last registered with MEADOR FINANCIAL, INC..

How does Malcolm Gerald Meador charge for services?

Malcolm Gerald Meador's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEADOR FINANCIAL, INC.?

MEADOR FINANCIAL, INC. has approximately 3 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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