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Andrew M Pendergrass

MERIWETHER WEALTH & PLANNING, LLC·MINDEN, Louisiana
SIE, Series 7, Series 66CFPClean record11 years registeredMERIWETHER WEALTH & PLANNING, LLC
1000 BROADWAY ST, MINDEN, LA 71055CRD# 6444601Firm CRD# 310713

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew M Pendergrass · MINDEN, LA
Registration
CRD #6444601 · MERIWETHER WEALTH & PLANNING, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

MERIWETHER WEALTH & PLANNING, LLC
Jan 2021 – present
ARGENT ADVISORS, INC.
Jun 2015 – Jan 2021
MINDEN, LA
LPL FINANCIAL LLC
Apr 2015 – Jun 2015
MINDEN, LA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 9, 2015
Years registered · 11
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MERIWETHER WEALTH & PLANNING, LLC
CRD 310713 · SEC 801-120142
AUM
$220M
Regulatory assets under management
Employees
7
1,166 client accounts
Services offered by MERIWETHER WEALTH & PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MERIWETHER WEALTH & PLANNING, LLC →
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05

Frequently Asked Questions

What services does Andrew M Pendergrass offer?
Andrew M Pendergrass specializes in Financial Planning, Investment Management. Contact their office in MINDEN, Louisiana for a consultation.
What are Andrew M Pendergrass's credentials?
Andrew M Pendergrass holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Andrew M Pendergrass located?
Andrew M Pendergrass is based in MINDEN, Louisiana, working with MERIWETHER WEALTH & PLANNING, LLC. Their office serves clients in the MINDEN metropolitan area and surrounding communities.
How does Andrew M Pendergrass charge for services?
Andrew M Pendergrass'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 MERIWETHER WEALTH & PLANNING, LLC?
MERIWETHER WEALTH & PLANNING, LLC has approximately 7 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MERIWETHER WEALTH & PLANNING, LLC

Jeremy Ty Pendergrass
MINDEN, LA
Tracy Lynn Campbell
MINDEN, LA
Tyrus Lamar Pendergrass
MINDEN, LA
CFP

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Research
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