MH
MH
Meredith Hazen is a registered investment advisor, based in Reston, VA, with 24 years of industry experience. Meredith is also registered as a broker, so some compensation may come from commissions on products sold.
Location
12020 Sunrise Valley Dr., Ste 380, Reston, VA, 20191
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2015Settled
Other Business ActivitiesSells Insurance
Meredith is an independent insurance agent for various insurance companies. She also works as an advisory representative of a registered investment advisor (RIA) at CIRA, spending nearly full-time on this activity, including trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.
March 2014 - Present · 12 yrs 7 mos
Cambridge Investment Research Advisors, INC.
March 2014 - Present · 12 yrs 7 mos
Cambridge Investment Research, INC.Broker
March 2014 - Present · 12 yrs 7 mos
Previous Registrations
Fulcrum Advisory Services, LLC
August 2010 - March 2014 · 3 yrs 7 mos
Fulcrum Securities, LLCBroker
December 2009 - March 2014 · 4 yrs 3 mos
Wells Fargo Advisors, LLCBroker
September 2005 - December 2009 · 4 yrs 3 mos
First Command Financial Planning, INC.Broker
January 2002 - April 2005 · 3 yrs 3 mos
State Registrations21 states
ALCACODCFLGALAMDMNMONCNHNJNYPARISCTNTXVAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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