Meredith Campbell
Meredith Campbell is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Fort Worth, TX, with 5 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
300 Throckmorton Street, Suite 1400, Fort Worth, TX, 76102
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2021Other Business Activities
Meredith is a member of a committee with management/supervisory functions at the Junior Women's Club of Fort Worth since June 2023. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations20 states
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.