Unclaimed Profile

Tara Lynn Meeks

WADDELL & ASSOCIATES, LLC·MEMPHIS, Tennessee

Series 6, Series 7, Series 24, Series 52, Series 53, Series 63Clean record22 years registeredWADDELL & ASSOCIATES, LLC

5188 WHEELIS DRIVE, MEMPHIS, TN 38117CRD# 1378220Firm CRD# 283723

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tara Lynn Meeks · MEMPHIS, TN

Registration

CRD #1378220 · WADDELL & ASSOCIATES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WADDELL & ASSOCIATES, LLC

WADDELL & ASSOCIATES, LLC

May 2016 – Jun 2024

Memphis, TN

WADDELL & ASSOCIATES INC

Feb 2004 – May 2016

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 52

Series 53

Series 63

Registration record

First registered · February 26, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WADDELL & ASSOCIATES, LLC

CRD 283723 · SEC 801-107784

AUM

$1.3B

Regulatory assets under management

Employees

2,764 client accounts

Services offered by WADDELL & ASSOCIATES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WADDELL & ASSOCIATES, LLC →

Introduction

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Frequently Asked Questions

What services does Tara Lynn Meeks offer?

Tara Lynn Meeks specializes in Financial Planning, Investment Management, Wealth Management.

What are Tara Lynn Meeks's credentials?

Tara Lynn Meeks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tara Lynn Meeks located?

Tara Lynn Meeks is based in MEMPHIS, Tennessee, last registered with WADDELL & ASSOCIATES, LLC.

How does Tara Lynn Meeks charge for services?

Tara Lynn Meeks's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing with frs and on elibible credit and cash managem. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WADDELL & ASSOCIATES, LLC?

WADDELL & ASSOCIATES, LLC has approximately 20 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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