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Meredith Humphrey Moll

Foundation Resource Management, Inc.

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About Meredith Humphrey Moll

Meredith Moll is a registered investment advisor representative for Foundation Resource Management, Inc., based in Little Rock, Arkansas. Meredith is licensed to provide advisory services in Arkansas, Alabama, Louisiana and Texas. Meredith has been in the industry since 2006 and has a Series 7 and Series 63 license. Meredith holds the Chartered Financial Analyst (CFA) designation.

Firm Information

Meredith Moll is currently registered with Foundation Resource Management, Inc.. Foundation Resource Management, Inc. is an investment advisor with offices in Little Rock, AR. They manage approximately $918,428,612 in assets for clients such as individuals, high-net-worth individuals, charitable organizations, pension plans, and corporations. Their services include portfolio management for individuals and businesses. They also work with investment companies and pooled investment vehicles. They do not offer financial planning or other advisory services.
Foundation Resource Management, Inc.

401 W. CAPITOL, SUITE 503

LITTLE ROCK, AR 72201

$918.43M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Meredith Moll’s Registration & Firm History

AR

05/02/2017 - Present

Foundation Resource Management, Inc. (LITTLE ROCK AR)

NY

09/20/2006 - 08/19/2010

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/26/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Meredith Humphrey Moll.
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