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Daniel Meyers

Advisor at Raymond James Financial

Updated today

Location

Fort Smith, AR

Credentials

Series 63, Series 65

Industry experience

38 years

About

Daniel Meyers is a financial advisor with Raymond James Financial in Fort Smith, AR, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Raymond James Financial since 1999 and was previously associated with Wilson Coker Meyers. Outside of his advisory role, Meyers serves on the finance committee of Immaculate Conception Church. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored advice through detailed client interviews and risk assessments, and offers multiple implementation options including brokerage accounts and third-party managers.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

Fort Smith, AR

Most active in

Arkansas · Texas

Work history

Wilson Coker Meyers

2020 - 2025 (5 years)

Wilson Coker Meyers, LLC

2020 - 2025 (5 years)

Athletic Official

2009 - Present (17 years)

Na

2009 - Present (17 years)

Raymond James Financial

2009 - Present (17 years)

First Bank of South Arkansas

2004 - Present (22 years)

Raymond James Financial Services, inc.

1999 - Present (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brian S

Series 65

Alma, AR

QVG, LLC

Brian Sledz is a financial advisor at QVG, LLC in Alma, Arkansas, holding a Series 65 credential with 15 years of industry experience. He has been with QVG, LLC since 2010. QVG, LLC provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts, utilizing a quantitative and rule-based investment process. The firm offers a range of portfolio management strategies, including equity dividend, income, REIT, multi-asset, and special situations approaches.

Active portfolio management Real estate investing Options & derivatives strategies
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David C

Series 63

Fort Smith, AR

October Wealth Advisors, Inc

David Craig is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, with 25 years of industry experience. He holds a Series 63 designation and has been with October Wealth Advisors since 2010. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and employs fundamental, technical, and cyclical analyses, emphasizing diversification and disciplined portfolio management, particularly in fixed-income investments.

General retirement planning Income planning
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Bernie M

CFA®, Series 63, Series 65

Alma, AR

QVG, LLC

Bernie Manard is a CFA® charterholder with 27 years of industry experience, currently serving as an advisor at QVG, LLC. His prior roles include positions at Longboat Key Distributors, Inc. and Ridgeway & Conger, Inc., as well as running Achieve Financial Independence for 25 years, where he provided group health insurance to small companies. QVG, LLC offers discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts, using a quantitative, rule-based investment process across equities, REITs, fixed income, and options strategies. The firm employs proprietary ranking systems and macroeconomic inputs to guide portfolio management and may adjust allocations to manage volatility.

Active portfolio management Real estate investing Options & derivatives strategies
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Jon Erik G

Series 65

Fort Smith, AR

October Wealth Advisors, Inc

Jon Erik Garrido is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, holding a Series 65 designation with 10 years of industry experience. He has been with October Wealth Advisors since 2013 and also operates a lawn and landscaping business. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on client-specific financial planning and employs a strategic asset allocation approach with an emphasis on diversification, fixed-income management, and disciplined security selection.

General retirement planning Income planning
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William E

Series 63, Series 65

Fort Smith, AR

Vertis Wealth, LLC

William Eden is a financial advisor with Vertis Wealth, LLC in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at AE Wealth Management LLC, Brookstone Capital Management, and TriFound Advisory LLC, and has operated Eden Financial Group, Inc., an insurance sales and services business, since 1983. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, tailoring services to client objectives.

Options & derivatives strategies
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Luke L

Series 66

Rudy, AR

Van Clemens Wealth Management, LLC

Luke Lewis is a financial advisor with Van Clemens Wealth Management, LLC and holds the Series 66 designation. He is based in Rudy, Arkansas, and is part of a team of 26 advisors at the firm. No additional career background or outside activities were provided. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing both in-house management and third-party managers.

Annuities Private / alternative investments Options & derivatives strategies Business ownership considerations Retirement income strategy Founder/Business Owner Executive Retired
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