Brett Meredith (CRD# 6915981) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bowling Green, KY and has over 5 years of experience in the finance industry. Brett Meredith 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.
CRD# 6608563
Edward Jones
CRD# 4745990
Edward Jones
CRD# 6048619
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services | Bowling Green, KY | Mar 2018 - Current | 6 |
| Mass Mutual Life Insurance Company | Bowling Green, KY | May 2017 - Current | 6 |
| Country Inn & Suites | Bowling Green, KY | Mar 2017 - May 2017 | < 1 |
| Springfield High School | Springfield, TN | Jul 2015 - Mar 2017 | 1 |
| Eastern Kentucky University | Richmond, KY | Jun 2014 - Jun 2015 | 1 |
| Country Inn & Suites | Bowling Green, KY | Nov 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- KY
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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