Meredith Whitener
Meredith Whitener is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Independence, OH, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6000 Freedom Square Dr Suite 350, Independence, OH, 44131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Meredith works as an associate/employee for LongView Financial Partners, engaging in daily office activities, financial planning, and marketing. This takes about half of Meredith's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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