Lillian Marie Meyers

Current Employers

Employment History

• 01/2000 → Present
  Meyers Financial Services, Inc. Dba Sonoma Valley Wealth Managem
  Sonoma, CA
• 06/2013 → 12/2016
  Girard Securities
  San Diego, CA
• 01/2000 → Present
  Meyers Financial Services, Inc. Dba Sonoma Valley Wealth Managem
  Sonoma, CA
• 01/2000 → Present
  Meyers Financial Services, Inc. Dba Sonoma Valley Wealth Managem
  Sonoma, CA
• 08/2018 → 11/2018
  Meyers Financial Services Inc. Dba Odyssey Travel
  Sonoma, CA
• 08/2019 → Present
  Green Valley Tax Services Inc.
  Napa, CA

Previous Registrations

• 2013-06-03 → 2016-12-31
  Girard Securities, Inc.
  San Diego, CA
  Sonoma, CA
• 2004-08-18 → 2013-06-04
  Commonwealth Financial Network
  Sonoma, CA
• 1994-03-09 → 2004-12-13
  Avantax Advisory Services
  Sonoma, CA

Other Businesses

1. MEYERS FINANCIAL,INC. PRESIDENT AND SOLE OWNER, REGISTERED INVESTMENT ADVISOR SETUP FOR FINANCIAL PLANNING, REGISTERED WITH STATE OF CALIFORNIA, INVESTMENT-RELATED. 2. MEYERS FINANCIAL, INC., CERTIFIED DIVORCE FINANCIAL ANALYST; INVESTMENT RELATED. 3. MEYERS FINANCIAL SERVICES, PRIVATE ENTITY CREATED TO OPERATE SECURITIES BUSINESS, INVESTMENT RELATED. THIS INCLUDES RECOMMENDATION OF BOOKS THROUGH AMAZON FROM MY WEBSITE. 4. MEYERS FINANCIAL, INC., ENROLLED AGENT OFFERING TAX PLANNING, TAX PREPARATION, AND IRS/STATE TAX REPRESENTATION, NOT INVESTMENT-RELATED 5. FIXED INSURANCE SALES UNDER THE DBA NAME MEYERS FINANCIAL, AT THE BRANCH LOCATION,INVESTMENT-RELATED. 6. Additional DBA name Sonoma Valley Wealth Management. 7. GREEN VALLEY TAX SERVICES INC.; PRESIDENT/TAX PREPARATION/ENROLLED AGENT; NAPA, CA; TAX PREPARATION SERVICES; START 08/2019.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-10-08

Designations

Other Names

• Lillian Marie Meyers