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Nancy Woodall

MERIDIAN INVESTMENT COUNSEL, INC.·SAN LEANDRO, California
Clean recordMERIDIAN INVESTMENT COUNSEL, INC.
1040 DAVIS STREET, SAN LEANDRO, CA 94577CRD# 3223028Firm CRD# 131655

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nancy Woodall · SAN LEANDRO, CA
Registration
CRD #3223028 · MERIDIAN INVESTMENT COUNSEL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nancy Woodall is a registered financial advisor based in SAN LEANDRO, California, affiliated with MERIDIAN INVESTMENT COUNSEL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MERIDIAN INVESTMENT COUNSEL, INC.
MERIDIAN INVESTMENT COUNSEL, INC.
AUM
$487M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MERIDIAN INVESTMENT COUNSEL, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3223028
Firm CRD# 131655
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nancy Woodall offer?
Nancy Woodall specializes in Financial Planning, Investment Management. Contact their office in SAN LEANDRO, California for a consultation.
What are Nancy Woodall's credentials?
Nancy Woodall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Woodall located?
Nancy Woodall is based in SAN LEANDRO, California, working with MERIDIAN INVESTMENT COUNSEL, INC.. Their office serves clients in the SAN LEANDRO metropolitan area and surrounding communities.
How does Nancy Woodall charge for services?
Nancy Woodall's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERIDIAN INVESTMENT COUNSEL, INC.?
MERIDIAN INVESTMENT COUNSEL, INC. has approximately 6 employees and manages $487M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MERIDIAN INVESTMENT COUNSEL, INC.

Michael Lawrence Woodall
SAN LEANDRO, CA

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Research
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