Meredith Strosser, financial advisor Rock Hill SC

Meredith Strosser

CRD Number: 5894188
Current Firm: Core Advisory Group

Meredith Strosser (CRD# 5894188) is an Investment Advisor Representative working at Core Advisory Group in Rock Hill, SC and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Core Advisory Group Rock Hill, SC Apr 2020 - Current 3
Lpl Financial, LLC Rock Hill, SC May 2017 - Current 6
Lpl Financial, LLC Fort Mill, SC Jun 2014 - May 2017 2
Lpl Financial, Llc/first Niagara Bank Fort Mill, SC Oct 2011 - Jun 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Meredith L. Strosser
Phone Number: 803-324-5464
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    178
    MILLIONS
  • Total Number of Accounts
    1,323
    ACCOUNTS
  • Average Account Value
    $134,327
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, GA, MS, NC, SC, TX

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