Best Investors Account Sign in
Inactive

Joe David Meals

Fcg Investment Company

Germantown, TN

CRD 1295902

Claim This Profile
Employer firm

Fcg Investment Company CRD 308192

$568M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Fcg Investment Company

9040 Garden Arbor Dr Ste 206, Germantown, TN 38138 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2020-10-30
  • TN RA
    APPROVED
    Since 2020-10-30

Branch Locations

9040 Garden Arbor Dr Ste 206, Germantown, TN 38138 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Consulting Group Germantown TN 05/2020 Present
Elm Group Llc Memphis TN 07/2016 12/2021
Fcg Investment Company Germantown TN 10/2020 Present
Emc Services, Llc Germantown TN 01/2026 Present
  • 05/2020 → Present
    Financial Consulting Group
    Germantown, TN
  • 07/2016 → 12/2021
    Elm Group Llc
    Memphis, TN
  • 10/2020 → Present
    Germantown, TN
  • 01/2026 → Present
    Emc Services, Llc
    Germantown, TN
Previous Registrations
  • 2004-05-24 → 2013-02-28
    Consulting Services Group, Llc
    Memphis, TN
Other Businesses

1) CFO for a private General Contractor firm involved in new home construction Compensation is based upon the fees collected from clients added since my employment. 2) EMC Services, LLC; Is the business investment related: Yes; Location of the business: 9040 Garden Arbor Drive Germantown TENNESSEE 38138 United States; Description of the business: Management Services Company; Position Title: Owner; Start date with business: 2026-01-01; Hours per month devoted to business during trading hours: 160; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 100; Will an IRS form for income earned be received: Yes;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-09
S63 Uniform Securities Agent State Law Examination 1984-08-23
  • S65 Uniform Investment Adviser Law Examination
    2020-10-09
  • S63 Uniform Securities Agent State Law Examination
    1984-08-23

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Germantown, TN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor