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Meredith Mertens Richardson

Foreside Fund Services, LLC

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About Meredith Mertens Richardson

Meredith Mertens Richardson is a financial advisor with over 13 years of experience in the financial services industry. Meredith currently works at Foreside Fund Services, LLC. Prior to joining Foreside Fund Services, LLC, Meredith worked at PACIFIC CURRENT GROUP, FORESIDE FUNDS DISTRIBUTORS LLC, NLCG DISTRIBUTORS, LLC, ALPS DISTRIBUTORS, INC. and HARBOR FUNDS DISTRIBUTORS, INC.. Meredith has passed the Series 6, Series 7, Series 63 and SIE exams. Meredith is registered to provide investment advice in Colorado, Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, North Dakota, South Dakota and Wisconsin.

Firm Information

Meredith Richardson is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

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.

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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Meredith Richardson’s Registration & Firm History

FL

05/18/2017 - Present

Foreside Fund Services, LLC (Fort Lauderdale FL)

CO

05/18/2016 - 05/03/2017

PACIFIC CURRENT GROUP (DENVER CO)

CO

12/04/2013 - 01/06/2016

FORESIDE FUNDS DISTRIBUTORS LLC (DENVER CO)

CO

01/03/2012 - 10/02/2013

NLCG DISTRIBUTORS, LLC (DENVER CO)

CO

10/19/2010 - 08/30/2012

ALPS DISTRIBUTORS, INC. (DENVER CO)

IL

09/25/2009 - 08/06/2010

HARBOR FUNDS DISTRIBUTORS, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 02/11/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2011

Series 7 - General Securities Representative Examination

BC

Issued 09/24/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Meredith Mertens Richardson.
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