RM
RM

Robert Allen Meek

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,242 clients
Average Client Portfolio
$516K average
Assets Under Management
$641.4M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

909 Lily Creek Road #101, Louisville, KY, 40243-2808

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert owns a technology consulting business since 2001, dedicating about 10-20% of his time. He also owns commercial investment property, spending minimal time as a landlord.

Employment History
Current Registrations
Alexander Investment Services CO.
January 2019 - Present · 7 yrs 1 mo
Alexander Investment Services CO.Broker
January 2018 - Present · 8 yrs 1 mo
State Registrations1 state
KY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.