Meredith Phippen (CRD# 7853740) is an Investment Advisor Representative working at Williams Financial, LLC in Bennington, VT and has 1 year of experience in the finance industry.
CRD# 6593537
Edward Jones
CRD# 5303702
Manchester Capital Management LLC
CRD# 4477713
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Williams Financial. LLC | Bennington, VT | Dec 2019 - Current | 4 |
| N/a | Hoosick Falls, NY | Jul 2019 - Dec 2019 | < 1 |
| Evan Wilson Studios | Hoosick Falls, NY | May 2013 - Aug 2019 | 6 |
| Bennington Colllege | Bennington, VT | May 2019 - Jul 2019 | < 1 |
| Renee J. Jacobs, Cpa | Bennington, VT | Mar 2017 - Apr 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- VT
-
Total Assets Under Management174MILLIONS
-
Total Number of Accounts797ACCOUNTS
-
Average Account Value$218,912
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
FL, MA, NH, NY, TX, VT
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