Hailey MeihlsCRD Number: 6217711
Current Firm: Strategic Advisers, Inc.
Hailey Meihls (CRD# 6217711) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 4 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||American Fork, UT||Jun 2013 - Current||4|
|Flowerama, Draper Flowerpros||Draper, UT||Sep 2009 - Jun 2013||3|
|Rage Salons||Logan, UT||Mar 2012 - Apr 2013||1|
|The Flower Shoppe||Logan, UT||Feb 2012 - Apr 2012||< 1|
|Alta High School||Sandy, UT||Aug 2007 - Jun 2010||2|
|Tj Maxx||Draper, UT||Sep 2008 - May 2009||< 1|
|Crescent View Middle School||Sandy, UT||Aug 2004 - Jun 2007||2|
|Alta View Dry Cleaners||Draper, UT||Jan 2007 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2013|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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