Meridith Louise Hutchens

Current Employers

Employment History

• 09/2008 → 09/2018
  Crossroads Advisory Group, Inc.
  The Woodlands, TX
• 11/2013 → 06/2019
  Polaris Greystone Financial Group, Llc
  San Francisco, CA
• 05/2017 → 08/2021
  Corecap Investments
  Southfield, MI
• 05/2017 → Present
  Corecap Advisors
  Southfield, MI
• 05/2017 → Present
  Fortis Portfolio Solutions
  Schaumburg, IL
• 09/2017 → Present
  Crossroads Advisory Group
  Schaumburg, IL

Previous Registrations

• 2017-05-10 → 2024-12-26
  Corecap Advisors
  The Woodlands, TX
  Southfield, MI
  The Woodlands, TX
  Schaumburg, IL
• 2013-11-15 → 2017-06-29
  Polaris Wealth Advisory Group
  San Rafael, CA
  Houston, TX
  The Woodlands, TX
• 2008-09-15 → 2013-11-11
  Crossroads Advisory Group
  Crystal Lake, IL
  Crystal Lake, IL
• 2010-03-09 → 2011-09-30
  Financial Advisers Of America, Llc
  Carlsbad, CA
  Carlsbad, CA
  Crystal Lake, IL
• 2008-09-15 → 2008-12-31
  Crossroads Advisory Group
  Crystal Lake, IL
• 2008-06-20 → 2008-08-27
  Securities America Advisors, Inc.
  Village Of Lakewood, IL
• 2005-07-21 → 2008-06-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Crystal Lake, IL
  Deer Park, IL
• 2004-12-03 → 2005-07-07
  Valic Financial Advisors, Inc.
  Peoria, IL

Other Businesses

*Fortis Consulting, LLC; Managing Partner; Consulting best practices for RIA Firms by providing best practice solutions for RIA firms; approx. 20 hours per month; approx. 0 hours per month during trading hours; similar clientele *Crossroads Advisory Group; President; Fee-Based IAR; approx. 80 hours per month; approx. 0 hours during trading hours; similar clientele

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-02
• S63 Uniform Securities Agent State Law Examination
  2003-11-17

Other Names

• Meridith Louise Jackson
• Louise Ransom Meridith
• Louise Hitchcock Meridith
• Meridith Louise Hitchcock
• Meridith Ransone
• Meridith Louise Hutchens
• Meridith Louise Hutchens