AdvisorOS Directory
Claim Profile
Unclaimed Profile
TC

Tracy Lynn Campbell

MERIWETHER WEALTH & PLANNING, LLC·MINDEN, Louisiana
Series 65Clean record4 years registeredMERIWETHER WEALTH & PLANNING, LLC
1000 BROADWAY ST, MINDEN, LA 71055CRD# 7319325Firm CRD# 310713

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tracy Lynn Campbell · MINDEN, LA
Registration
CRD #7319325 · MERIWETHER WEALTH & PLANNING, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

MERIWETHER WEALTH & PLANNING, LLC
Sep 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 20, 2021
Years registered · 4
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 →
Introduction

Speak with Tracy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Tracy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MINDEN?

Browse all registered financial advisors in MINDEN, Louisiana or claim this profile if it's yours.

Browse MINDEN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Tracy Lynn Campbell offer?
Tracy Lynn Campbell specializes in Financial Planning, Investment Management. Contact their office in MINDEN, Louisiana for a consultation.
What are Tracy Lynn Campbell's credentials?
Tracy Lynn Campbell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tracy Lynn Campbell located?
Tracy Lynn Campbell 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 Tracy Lynn Campbell charge for services?
Tracy Lynn Campbell'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MERIWETHER WEALTH & PLANNING, LLC

Jeremy Ty Pendergrass
MINDEN, LA
Tyrus Lamar Pendergrass
MINDEN, LA
CFP
Andrew M Pendergrass
MINDEN, LA
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Louisiana
NEW ORLEANS (87)BATON ROUGE (43)LAFAYETTE (28)METAIRIE (27)SHREVEPORT (18)MANDEVILLE (15)COVINGTON (12)MONROE (11)HAMMOND (4)SAINT FRANCISVILLE (4)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideLAFAYETTE GuideMETAIRIE GuideSHREVEPORT Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
Request removal of this profile