Joseph
Meylor
Carter Advisory Services, Inc
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About this Advisor
Joseph Meylor is a certified financial planner operating out of Dallas, Texas who has 2 years of industry experience. Meylor is an advisor for Carter Advisory Services, Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bmo Harris Bank, Marine Credit Union, University Of Wisconsin, National Services Group, Uber, Brennan Financial Serivces, Lyft, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Carter Advisory Services, Inc and Carter Financial Management. Meylor has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Carter Advisory Services, Inc is a business with a branch in Dallas, Texas.
Certifications and Registrations
Years Registered*
Office Location
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Joseph Meylor Work History
Joseph has been registered as a financial advisor for 2 years.*
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Carter Advisory Services, Inc
Carter Financial Management
Uber
Lyft
Brennan Financial Serivces
Merrill Lynch, Pierce, Fenner & Smith Inc
Bmo Harris Bank
Marine Credit Union
National Services Group
University Of Wisconsin
*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 Joseph Meylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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.
