Meredith RinesCRD Number: 6325407
Current Firm: Avantax Advisory Services
Meredith Rines (CRD# 6325407) is an Investment Advisor Representative working at Avantax Advisory Services in Popular Bluff, MO and has over 7 years of experience in the finance industry. Meredith Rines 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.
Bagby Wealth Management
Avantax Advisory Services
|Rines & Co, LLC||Poplar Bluff, MO||Feb 2020 - Current||1|
|Avantax Investment Services, Inc.||Poplar Bluff, MO||Apr 2014 - Current||7|
|Dairel L Denton Jr & Associates Cpa||Poplar Bluff, MO||Oct 2013 - Current||8|
|Damsel In Defense||Poplar Bluff, MO||Sep 2018 - Feb 2020||1|
|The Piatchek Law Firm, LLC||Springfield, MO||Nov 2009 - Dec 2013||4|
|Dillard's, Inc.||Springfield, MO||Oct 2012 - Apr 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2014|
Total Assets Under Management30,249MILLIONS
Total Number of Accounts99,251ACCOUNTS
Average Account Value$304,777
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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