Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Meriwether & Associates |
| Address: |
P.O. Box 31627 |
| City: |
Clarksville |
| State: |
TN |
| Zip Code: |
37040 |
| Telephone: |
(931) 216 - 6916 |
| Fax: |
(931) 358 - 9167 |
| Web Site: |
www.nhmiv.com |
| |
| You expect the best possible financial planning
guidance. As a Chartered Federal Employee Benefits Consultant,(ChFEBC) I can
provide comprehensive solutions to your specific financial and retirement planning
needs based on your government service. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Nicholas H. Meriwether |
(931) 216 - 6916 |
nick@nhmiv.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: Series 6, 67
Insurance Licenses (Life, Health, Disability, etc): Life,
Health, Disability
Other Licenses and Designations (ChFEBCSM, CFP®,
CPA, etc.): ChFC, ChFEBC, RFC
Education/Area of Study: Financial Planning
Associations and Affiliations: International Association of
Registered Financial Consultants
Experience:
I have / The office has been providing financial and/or related advice to clients
for 27 years.
How I/we charge clients for services:
--- |
Fee for Financial Planning (initial, hourly,
and/or retainer) |
X |
Fee based on percentage of assets managed;
percentage ranges |
X |
Commissions, trail fees, redemption fees,
account fees, etc. |
--- |
Other: |
Financial services provided:
X |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
--- |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
X |
Cash management and budgeting |
--- |
Stock and bond brokerage |
--- |
Other: |
Specialty:
I am (or my firm is) registered with the SEC as an investment adviser. Yes
If so, in what states? Kentucky, Tennessee
Number of employees who work in your office/firm:
X |
1-5 |
--- |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
--- |
Owner/Partner |
--- |
Employee |
X |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
X |
No affiliation |
--- |
Affiliated with |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
