AdFi
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James Edward Van Meter

Investment Adviser Representative at REALTA INVESTMENT ADVISORS, INC

Reno, NVCRD #4557517Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
5 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
CaliforniaFloridaGeorgiaNevadaWashington
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/20/2013
Series 65
Uniform Investment Adviser Law Examination
Passed 10/26/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/15/2013
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/27/2002
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 9/5/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Realta Investment Advisors, Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

REALTA INVESTMENT ADVISORS, INCCurrent
1/26/2024Reno, NV
REALTA EQUITIES, INC.Current
1/23/2024Reno, NV
CENTER STREET ADVISORS, INC.
4/7/20155/2/2023Reno, NV
BROOKSTONE CAPITAL MANAGEMENT LLC
3/6/20134/6/2015Reno, NV
TAHOE FINANCIAL PLANNING LLC
2/26/200811/23/2009Reno, NV

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Edward Van Meter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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