Meredith Culp (CRD# 7766571) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Freestone Capital Management, LLC | Seattle, WA | Nov 2022 - Current | 1 |
| Gurtin Municipal Bond Management/pimco | Solana Beach, CA | Jun 2020 - Nov 2022 | 2 |
| Intercontinental San Diego | San Diego, CA | Dec 2018 - Mar 2020 | 1 |
| Hotel Republic San Diego | San Diego, CA | Dec 2017 - Dec 2018 | 1 |
| Lynda Obst Productions | Los Angeles, CA | Aug 2017 - Oct 2017 | < 1 |
| Robert E. Topp & Company/topp & Lau, Inc. | Santa Ana, CA | Jan 2013 - May 2017 | 4 |
| D'vine | Fullerton, CA | Jul 2015 - Mar 2017 | 1 |
| Al Cappuccino | Newport Beach, CA | Jul 2016 - Feb 2017 | < 1 |
| Pain Du Monde | Newport Beach, CA | Apr 2015 - Jun 2015 | < 1 |
| Disneyland Resort | Anaheim, CA | Apr 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- CA
-
Total Assets Under Management9,528MILLIONS
-
Total Number of Accounts5,656ACCOUNTS
-
Average Account Value$1,684,548
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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