Nancy Meconi, financial advisor Auburn Hills MI
90 score

Nancy Meconi

CRD Number: 4454182
Current Firm: Plante Moran Financial Advisors

Nancy Meconi (CRD# 4454182) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Auburn Hills, MI and has 1 year of experience in the finance industry. Nancy Meconi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Plante Moran Financial Advisors Auburn Hills, MI May 1990 - Current 26
Plante & Moran Pllc Auburn Hills, MI Jul 1988 - Current 28

Nancy Meconi has no recent exams reported.
Contact Info for Nancy L. Meconi
Phone Number: 248-223-3400
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    12,400
    MILLIONS
  • Total Number of Accounts
    2,465
    ACCOUNTS
  • Average Account Value
    $5,030,475
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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