Meredith Rines, financial advisor Popular Bluff MO

Meredith Rines

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Meredith L. Rines
Phone Number: 972-870-6000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    30,249
    MILLIONS
  • Total Number of Accounts
    99,251
    ACCOUNTS
  • Average Account Value
    $304,777
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV, WY

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