Meredith Sims (CRD# 4788917) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 19 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cl Wealth Management LLC | New York, NY | Jun 2021 - Current | 2 |
| Onsystex | Atlanta, GA | Dec 2019 - Current | 4 |
| Cabot Lodge Securities | New York, NY | Sep 2019 - Current | 4 |
| Heart Strong Wealth Planning | Atlanta, GA | Sep 2017 - Current | 6 |
| Meredith Sims Creative LLC | Atlanta, GA | Jan 2017 - Current | 7 |
| Fixed Life, Annuity And Health Insurance | Atlanta, GA | May 2007 - Current | 17 |
| Sb Advisory, LLC | Atlanta, GA | Nov 2014 - Aug 2021 | 6 |
| Cilibydesign | Atlanta, GA | Aug 2019 - Jun 2021 | 1 |
| Onsystex | Atlanta, GA | Apr 2011 - Sep 2019 | 8 |
| Ifs Securities, Inc. | Atlanta, GA | Jan 2015 - Aug 2019 | 4 |
| Paragon Collegiate Advisors | Atlanta, GA | Oct 2010 - Dec 2015 | 5 |
| Transamerica Financial Advisors, Inc. | Atlanta, GA | Sep 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2004 |
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- FL
- GA
- IL
- MD
- MI
- MO
- NC
- TX
- WV
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Total Assets Under Management533MILLIONS
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Total Number of Accounts2,003ACCOUNTS
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Average Account Value$265,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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