Profil
Mr. William L.
Meyer is a President & Co-Founder at Cutter & Co. Brokerage, Inc., a President & Co-Founder at Cutter & Co. Brokerage, Inc. and a Member at Million Dollar Round Table Foundation.
He is a full-time producing manager working with retail clients and small business owners.
He also focuses his efforts on recruiting, and helping to guide the direction and growth of the firm.
He is a resource to the firm’s advisors to guide them when involved in a specific client situation where they need help, as well as complex estate planning or employee benefit issues.
He has been in the insurance industry since 1977 and the securities industry since 1984.
Mr. Meyer is a 1978 graduate from Maryville College, he earned his Chartered Life Underwriter and Chartered Financial Consultant degrees from The American College of Bryn Mawr Pennsylvania in 1983.
In January, 2013, he obtained the Accredited Investment Fiduciary designation authorized by the Center for Fiduciary Studies.
Postes actifs de Bill Meyer
| Sociétés | Poste | Début |
|---|---|---|
Cutter & Co. Brokerage, Inc.
 Cutter & Co. Brokerage, Inc. Investment Banks/BrokersFinance Founded in 1988, Cutter & Company Brokerage, Inc. is a dually registered broker-dealer and investment advisor located in Ballwin, Missouri. The firm does business as Cutter & Co., Inc. The firm utilizes utilizing two clearing firms as custodian of their client assets: First Clearing Corp. LLC, a non-bank affiliate of Wells Fargo and BB & T Securities LLC. | Fondateur | 01/01/1988 |
| Million Dollar Round Table Foundation | Corporate Officer/Principal | - |
Cutter & Co. Brokerage, Inc. (Investment Management)
 Cutter & Co. Brokerage, Inc. (Investment Management) Investment ManagersFinance Cutter & Co. Brokerage, Inc. (Investment Management) (C&C-IM) is the investment management division of Cutter & Co. Brokerage, Inc., a registered broker-dealer headquartered in Ballwin, Missouri. The firm was founded by Deborah Castiglioni and William L. Meyer in 1988 and they do-business-as Cutter & Co., Inc. C&C-IM provides advisory services to individuals, pension or profit-sharing plans, trusts, estates, corporations and other business entities. | Fondateur | 01/01/1988 |
Formation de Bill Meyer
| Maryville College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Cutter & Co. Brokerage, Inc.
Cutter & Co. Brokerage, Inc. Investment Banks/BrokersFinance Founded in 1988, Cutter & Company Brokerage, Inc. is a dually registered broker-dealer and investment advisor located in Ballwin, Missouri. The firm does business as Cutter & Co., Inc. The firm utilizes utilizing two clearing firms as custodian of their client assets: First Clearing Corp. LLC, a non-bank affiliate of Wells Fargo and BB & T Securities LLC. | Finance |
| Million Dollar Round Table Foundation | |
Cutter & Co. Brokerage, Inc. (Investment Management)
Cutter & Co. Brokerage, Inc. (Investment Management) Investment ManagersFinance Cutter & Co. Brokerage, Inc. (Investment Management) (C&C-IM) is the investment management division of Cutter & Co. Brokerage, Inc., a registered broker-dealer headquartered in Ballwin, Missouri. The firm was founded by Deborah Castiglioni and William L. Meyer in 1988 and they do-business-as Cutter & Co., Inc. C&C-IM provides advisory services to individuals, pension or profit-sharing plans, trusts, estates, corporations and other business entities. | Finance |
