Joe
Meals

Fcg Investment Company

CRD#1295902
Investment Advisor
in Germantown, TN

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About this Advisor

Joe Meals is a financial advisor who works out of Germantown, Tennessee with a total of 3 years of industry experience. Meals is currently employed by Fcg Investment Company. Throughout their career, they have worked at Retired, Financial Consulting Group, Elm Group LLC and Fcg Investment Company. Meals has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Tennessee. Fcg Investment Company is a registered investment business operating out of Germantown, TN. It handles $442 million in assets under management among its 338 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 338 customer accounts, 20% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically vary depending on which services are provided. Fee types billed by Fcg Investment Company typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

9040 Garden Arbor Dr Ste 206
Germantown, TN 38138

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Fcg Investment Company Brokerage Details

Total Assets Under Management

$442,027,199

TN Average: $730,596,643
Total Number of Employees

10

TN Average: 15
Total Number of Accounts

338

TN Average: 968
Average Account Size

$1,307,773

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Joe Meals Work History

Joe has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Financial Consulting Group

2020 - Present (4 years)

Fcg Investment Company

2016 - 2021 (5 years)

Elm Group LLC

2013 - 2016 (3 years)

Retired

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

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

Financial Advisors at Fcg Investment Company

Joe Meals
Germantown, TN
Kenneth Riffle
Germantown, TN
Jeremy Plyler
Germantown, TN
Alston Wade
Germantown, TN
Angela Ross
Germantown, TN
Mellio Sulipeck
Germantown, TN
Dennis Plyler
Germantown, TN
Lloyd Crawford
Germantown, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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