Mark Thomas Meredith

Employer firm

Meredith Wealth Planning CRD 300019

$479M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 06/2011 → 03/2019
  The Bank Of Edwardsville
  Glen Carbon, IL
• 11/2011 → 03/2019
  Raymond James Financial Services
  Glen Carbon, IL
• 11/2011 → 03/2019
  Raymond James Financial Services Advisors Inc.
  Glen Carbon, IL
• 03/2019 → Present
  Meredith Wealth Planning
  Maryville, IL

Previous Registrations

• 2011-11-25 → 2019-03-06
  Raymond James Financial Services Advisors, Inc
  Edwardsville, IL
  Edwardsville, IL
  Glen Carbon, IL
• 2011-07-15 → 2011-11-17
  Uvest Financial Services Group, Inc.
  Edwardsville, IL

Exams

• S66 Uniform Combined State Law Examination
  2011-07-14
• S63 Uniform Securities Agent State Law Examination
  2011-02-17

Designations

• Certified Financial Planner

Other Names

• Mark Meredith