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Jim Van Meter: $349K Complaint Against Tahoe Financial Advisor
Reno, Nevada financial advisor Jim Van Meter (CRD# 4557517) recently received an investor complaint alleging his advice led to six-figure damages. Financial Industry Regulatory Authority records show that he is a broker and an investment advisor with Center Street Securities and Center Street Advisors, respectively. He is also the president and owner of Tahoe Financial Planning.
Mr. Van Meter’s BrokerCheck report discloses one investor complaint against him. Filed in June 2022, the complaint alleges that as a representative of Center Street Securities, he recommended unsuitable investments in alternative products beginning in 2020. The pending complaint alleges damages of $349,482.90.
According to the Financial Industry Regulatory Authority, Jim Van Meter holds 14 years of securities industry experience. Based in Reno, Nevada, he has been a broker with Center Street Securities since 2013 and an investment advisor with Center Street Advisors since 2015. He is the president and owner of Tahoe Financial Planning, which offers securities and advisory services through Center Street. His past registrations include Brookstone Capital Management (Reno, Nevada; 2013-2015), American General Securities (Houston, Texas; 2005), and PFS Investments (Duluth, Georgia; 2002-2005). His credentials include the passage of six securities industry qualifying examinations: the Investment Company Products/Variable Contracts Principal Examination, or Series 26; the Investment Company Products/Variable Contracts Representative Examination, or Series 6; the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; the Uniform Investment Adviser Law Examination, or Series 65; and the Uniform Securities Agent State Law Examination, or Series 63. He is licensed in California, Delaware, Florida, Nevada, and Washington. (Information current as of August 23, 2022.)
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