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Meredith Parker Drake Delaune

New Perspectives, Inc.

Asheville, NC

Ridgeland, MS

CRD 7514997

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Employer firm

New Perspectives, Inc. CRD 113925

$309M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
New Perspectives, Inc.

303 Highland Park Cove Suite B, Ridgeland, MS 39157 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-06-29
AL RA APPROVED 2022-05-20
LA RA APPROVED 2022-05-20
MS RA APPROVED 2022-05-20
  • NC RA
    APPROVED
    Since 2026-06-29
  • AL RA
    APPROVED
    Since 2022-05-20
  • LA RA
    APPROVED
    Since 2022-05-20
  • MS RA
    APPROVED
    Since 2022-05-20

Branch Locations

Asheville, NC • United States

303 Highland Park Cove Suite B, Ridgeland, MS 39157 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New Perspectives, Inc Ridgeland MS 06/2021 Present
Parkway Church Madison MS 05/2017 05/2021
Germantown High School Madison MS 05/2015 05/2018
  • 06/2021 → Present
    New Perspectives, Inc
    Ridgeland, MS
  • 05/2017 → 05/2021
    Parkway Church
    Madison, MS
  • 05/2015 → 05/2018
    Germantown High School
    Madison, MS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-20
  • S65 Uniform Investment Adviser Law Examination
    2022-05-20
Other Names
  • Meredith Parker Drake

View on SEC IAPD

Nearby Firms

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Nearby Investors

JAMES TURNER NORRIS
LAURENCE J CASPER
DONALD PETER WEIDEMANN

Nearby Offices

OPPENHEIMER & CO. INC. · ASHEVILLE, NC
CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC

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