Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Joelle Lipps is a registered investment advisor representative with 49 Financial, located in Austin, Texas. Meredith is a licensed investment advisor representative in Texas and Indiana. Meredith previously worked at Purshe Kaplan Sterling Investments in Austin, Texas. Meredith has a background in education and has worked for several educational institutions. Meredith has also worked in the insurance industry. In addition to working as an investment advisor representative, Meredith is also a co-owner of DI & LTC Solutions, a disability insurance distribution company. Meredith is also registered as a registered representative with Oakwood Capital Securities, Inc. Meredith is passionate about helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
02/12/2024 - Present
49 Financial (AUSTIN TX)
TX
05/12/2023 - 01/16/2024
PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)
IA
Issued 02/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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