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.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
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 |
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- TN
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Total Assets Under Management146,387MILLIONS
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Total Number of Accounts585,629ACCOUNTS
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Average Account Value$249,965
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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