Meredith Flautt, financial advisor Brentwood TN

Meredith Flautt

CRD Number: 1010806
Current Firm: Commonwealth Financial Network

Meredith Flautt (CRD# 1010806) is an Investment Advisor Representative working at Commonwealth Financial Network in Brentwood, TN and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Aug 2022 - Current 1
Flautt Financial LLC Brentwood, TN Aug 2022 - Current 1
Christine Flautt Franklin, TN Jan 2019 - Current 5
Southwestern Investment Advisory Services Franklin, TN Jul 2019 - Aug 2022 3
Creative Insurance Planning, LLC Franklin, TN Jan 2019 - Aug 2022 3
Raymond James Financial Services, Inc. Franklin, TN Apr 2018 - Aug 2022 4
Rental Real Estate Franklin, TN Jan 2019 - Dec 2019 < 1
Mary & Meredith Flautt Sr. Estate Franklin, TN Jan 2019 - Dec 2019 < 1
Lpl Financial LLC Brentwood, TN Jan 1997 - Apr 2018 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1996
S65 NASAA Investment Advisors Law Examination Apr 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Meredith E. Flautt
Phone Number: 781-736-0700
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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