Andrew Pendergrass (CRD# 6444601) is an Investment Advisor Representative working at Meriwether Wealth & Planning, LLC in Minden, LA and has over 9 years of experience in the finance industry. Andrew Pendergrass has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2665392
Primerica Advisors
CRD# 2455440
Mml Investors Services, LLC
CRD# 3271609
Rfg Advisory, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Meriwether Wealth & Planning, LLC | Minden, LA | Jan 2021 - Current | 3 |
| Argent Advisors, Inc. | Minden, LA | May 2015 - Jan 2021 | 5 |
| Argent Trust Company | Minden, LA | May 2015 - Jan 2021 | 5 |
| Lpl Financial LLC | Minden, LA | Mar 2015 - Jul 2020 | 5 |
| Argent Financial Group | Minden, LA | Jan 2015 - May 2015 | < 1 |
| United Way Of Northwest Louisiana | Shreveport, LA | Aug 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- LA
- MO
- TX
-
Total Assets Under Management220MILLIONS
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Total Number of Accounts1,166ACCOUNTS
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Average Account Value$188,488
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, LA, MO, TX
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