Sarah Ashley Meredith (CRD# 7653114) is an Investment Advisor Representative working at Abel Hall, LLC in Baton Rouge, LA and has 1 year of experience in the finance industry.
CRD# 1928450
Benedict Financial Planning
CRD# 1774605
Gallagher Fiduciary Advisors, LLC
CRD# 2530923
Abel Hall, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Abel Hall LLC | Baton Rouge, LA | Oct 2022 - Current | 1 |
| Taylor Porter Brooks & Phillips LLP | Baton Rouge, LA | Dec 2012 - Oct 2022 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- LA
-
Total Assets Under Management327MILLIONS
-
Total Number of Accounts519ACCOUNTS
-
Average Account Value$630,651
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, LA, NE, TX
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