Paul
Meeks

Harvest Portfolio Management, LLC

CRD#2026192
Investment Advisor
in Charleston, SC

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About this Advisor

Paul Meeks is a financial advisor based in Charleston, South Carolina, working with Harvest Portfolio Management, LLC. Paul has previously held positions at Saturna Capital Corporation, Saturna Brokerage Services, Saturna Investment Trust, Sloy Dahl & Holst Inc, Western Washington University, Independent Solutions Wealth Management LLC, College Of Charleston, and Amplify, LLC. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan and South Carolina. Currently, Paul is part of Harvest Portfolio Management, LLC, which operates out of Charleston, South Carolina.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Office Location

Charleston, SC

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Paul Meeks Work History

2018 - Present (7 years)

Independent Solutions Wealth Management LLC

2018 - Present (7 years)

College Of Charleston

2018 - 2020 (2 years)

Amplify, LLC

2016 - 2018 (2 years)

Sloy Dahl & Holst Inc

2015 - 2016 (1 year)

Saturna Investment Trust

2015 - 2019 (4 years)

Western Washington University

2013 - 2016 (3 years)

Saturna Capital Corporation

2013 - 2016 (3 years)

Saturna Investment Trust

2012 - 2016 (4 years)

Saturna Capital Corporation

2012 - 2016 (4 years)

Saturna Brokerage Services

Disclosures

Please visit the SEC profile of Paul Meeks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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