Calvin Tracy Meeks

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → 11/2022
  Sullivan And Schlieman Wealth Management
  Alpharetta, GA
• 07/2017 → 10/2022
  Firehouse Subs
  Smryna, GA
• 02/2012 → 07/2017
  Chick-Fil- A
  Statesboro, GA
• 09/2022 → Present
  Lpl Financial Llc
  Alpharetta, GA

Other Businesses

1- 10/2022 / Sullivan and Schlieman Wealth Management / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / Alpharetta, GA 2- 12/16/2025 - Advisor's Network LLC - Non-Variable Insurance - Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/18/2025 - 1 hour per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2023-01-24