Roger
Meadors

Smith Anglin Financial, LLC

CRD#5839404
Investment Advisor
in Dallas, TX
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About this Advisor

Roger Meadors is a certified financial planner based out of Dallas, Texas, with a total of 10 years in the industry. Meadors is currently employed by Smith Anglin Financial, LLC. Their career trajectory has included roles at Fidelity Investments, Loyola University Chicago, Lpl Financial, Purshe Kaplan Sterling Investments, Inc and Smith Anglin Financial, LLC. Meadors has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Smith Anglin Financial, LLC is an advisory firm headquartered in Dallas, Texas. It has $683 million in total assets across its 2,582 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm advises four charitable organizations. Of its 2,582 accounts, just 12% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. Fees charged by financial advisors typically depend on the financial services. Fees billed by Smith Anglin Financial, LLC can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

14755 Preston Road. Suite 700
Dallas, TX 75254

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Smith Anglin Financial, LLC Brokerage Details

Total Assets Under Management

$722,234,415

TX Average: $3,042,739,679
Total Number of Employees

20

TX Average: 49
Total Number of Accounts

2,782

TX Average: 2,315
Average Account Size

$259,610

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
  • Other

Roger Meadors Work History

Roger has 10 years of experience.

2017 - Present (2 years)

Purshe Kaplan Sterling Investments, Inc

2017 - Present (2 years)

Smith Anglin Financial, LLC

2012 - 2017 (5 years)

Lpl Financial

2010 - 2011 (1 year)

Fidelity Investments

2008 - 2009 (1 year)

Loyola University Chicago

Disclosures

Roger Meadors has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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