Tom Meyer

Tom Meyer Email and Phone Number

Financial Advisor. A Chartered Retirement Planning Counselor, helping people create, grow & protect wealth. @ LPL Financial
san diego, california, united states
Tom Meyer's Location
Nashville, Tennessee, United States, United States
About Tom Meyer

I help you build and protect your wealth with focus on wealth development, protection and financial planning including insurance and investment strategies. Through individualized financial planning, we review your insurance and investments, look for opportunities and pitfalls, and make recommendations specific to your goals and concerns. We then monitor your plan and make adjustments based on your financial future. I help people just starting out to those in retirement time to help make sure they never run out of money or want to leave a legacy.The CRPC® designation, Chartered Retirement Planning Counselor, emphasizes the importance of understanding each client’s individual financial situation, and then analyzing his or her related needsand identifying investment opportunities that will best address those needs.Specialties: Personal Asset Management and Financial Strategies, Retirement Income Planning, Wealth Development and ProtectionInsurance Strategies in Health Insurance, Life Insurance, Disability Income Insurance and Long-Term Care.

Tom Meyer's Current Company Details
LPL Financial

Lpl Financial

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Financial Advisor. A Chartered Retirement Planning Counselor, helping people create, grow & protect wealth.
san diego, california, united states
Website:
lpl.com
Employees:
7900
Tom Meyer Work Experience Details
  • Lpl Financial
    Registered Representative
    Lpl Financial Jun 2009 - Present
    Thomas Meyer is an LPL Financial Registered RepresentativeSecurities offered through LPL Financial Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to Contact info section. Investment advice offered through Strategic Financial Concepts, LLC, a registered investment advisor. Strategic Financial Concepts, LLC and Benefit Planning Group are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not… Show more Thomas Meyer is an LPL Financial Registered RepresentativeSecurities offered through LPL Financial Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to Contact info section. Investment advice offered through Strategic Financial Concepts, LLC, a registered investment advisor. Strategic Financial Concepts, LLC and Benefit Planning Group are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Show less
  • National Financial Alliance
    Registered Representative
    National Financial Alliance Jan 2000 - Present
  • Strategic Financial Concepts, Llc Ria
    Registered Representative, Advisory Board Member
    Strategic Financial Concepts, Llc Ria Jan 2000 - Present
    More Than Financial Products… A Lot More:Because we are independent (we are not employees of one financial company), we have access to all of the available financial products and instruments to create portfolios for our clients. However, what separates us from the others is our commitment to deliver customized advice and solutions for our clients. We prepare comprehensive financial plans so we truly understand the financial needs, concerns, and future goals of our clients. Products are the… Show more More Than Financial Products… A Lot More:Because we are independent (we are not employees of one financial company), we have access to all of the available financial products and instruments to create portfolios for our clients. However, what separates us from the others is our commitment to deliver customized advice and solutions for our clients. We prepare comprehensive financial plans so we truly understand the financial needs, concerns, and future goals of our clients. Products are the commodity in this industry. This service - our service - provides a truly unique experience.We Represent the Client (not a company):We are not owned by a bank or an insurance company. We do not have proprietary products that we are required to offer or sell. All of our operations are regulated, but our available products and solution selections are open to the determination of the best available for our clients. We represent you! Show less
  • Benefit Planning Group Insurance & Wealth Management
    Vice President
    Benefit Planning Group Insurance & Wealth Management 1997 - Present
    2817 Athania Parkway, Metairie, La 70002
    Health Insurance, Life Insurance & Disability Income Insurance - Groups or IndividualsFinancial Services including personal investments, IRAs, 401(k)sPersonalized Financial StrategiesInvestment & Pension PlanningRetirement Income Planning.Securities offered through LPL Financial, Member FINRA/ SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Advisory services offered through Strategic Financial Concepts, a Registered… Show more Health Insurance, Life Insurance & Disability Income Insurance - Groups or IndividualsFinancial Services including personal investments, IRAs, 401(k)sPersonalized Financial StrategiesInvestment & Pension PlanningRetirement Income Planning.Securities offered through LPL Financial, Member FINRA/ SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Advisory services offered through Strategic Financial Concepts, a Registered Investment Advisor and seperate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professional associated with this page may discuss ad/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less
  • American General Securities Incorporated
    Registered Representative
    American General Securities Incorporated Apr 2000 - Jun 2009

Tom Meyer Skills

Investments Health Insurance Pensions 401k Ira's Financial Planning Retirement Long Term Care Employee Benefits Retirement Planning Financial Advisory Insurance Financial Services Retirement Income Strategies Investment Strategies Asset Management Personal Financial Planning

Tom Meyer Education Details

Frequently Asked Questions about Tom Meyer

What company does Tom Meyer work for?

Tom Meyer works for Lpl Financial

What is Tom Meyer's role at the current company?

Tom Meyer's current role is Financial Advisor. A Chartered Retirement Planning Counselor, helping people create, grow & protect wealth..

What is Tom Meyer's email address?

Tom Meyer's email address is to****@****oup.net

What is Tom Meyer's direct phone number?

Tom Meyer's direct phone number is (631)-271*****

What schools did Tom Meyer attend?

Tom Meyer attended Loyola University New Orleans, College For Financial Planning.

What skills is Tom Meyer known for?

Tom Meyer has skills like Investments, Health Insurance, Pensions, 401k, Ira's, Financial Planning, Retirement, Long Term Care, Employee Benefits, Retirement Planning, Financial Advisory, Insurance.

Who are Tom Meyer's colleagues?

Tom Meyer's colleagues are Bill Mann, Christy Netzler, Kathryn Cataldo, Ken Beard, Beth Csengody, Jerry Housfeld, Tom Mitchell, Aams®, Ppc®.

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