Meridith Carter, financial advisor Lawrence KS

Meridith Carter

CRD Number: 4510869
Current Firm: Ameritas Advisory Services, LLC

Meridith Carter (CRD# 4510869) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Lawrence, KS and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Ameritas Investment Company, LLC Lincoln, NE Jan 2020 - Current 4
Ameritas Advisory Services, LLC Lincoln, NE Nov 2021 - Jun 2022 < 1
Mid-continent Public Library Liberty, MO Jul 2019 - Jan 2020 < 1
Waddell & Reed, Inc. Shawnee Mission, KS Mar 2014 - Dec 2019 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Meridith S. Carter
Phone Number: 800-335-9858
Firm Website: https://www.ameritas.com
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    10,289
    MILLIONS
  • Total Number of Accounts
    39,033
    ACCOUNTS
  • Average Account Value
    $263,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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