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Nancy Woodall

MERIDIAN INVESTMENT COUNSEL, INC.·SAN LEANDRO, California
Series 7Clean record27 years registeredMERIDIAN 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. · 27 years registered
Brand Profile
Not yet started
01

Career History

MERIDIAN INVESTMENT COUNSEL, INC.
Sep 2004 – present
CEPHUS CAPITAL MANAGEMENT LLC
Sep 2004 – Apr 2010
SAN FRANCISCO, CA
SDR CAPITAL MANAGEMENT, INC.
Aug 1999 – Sep 2004
SAN FRANCISCO, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · August 2, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MERIDIAN INVESTMENT COUNSEL, INC.
CRD 131655 · SEC 801-63191
AUM
$487M
Regulatory assets under management
Employees
6
559 client accounts
Services offered by MERIDIAN INVESTMENT COUNSEL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MERIDIAN INVESTMENT COUNSEL, INC. →
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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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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