Meredith Koenig (CRD# 5346851) is an Investment Advisor Representative working at Lumina Wealth Management, LLC in Wilmington, NC and has over 16 years of experience in the finance industry.
CRD# 6313926
Old North State Wealth Management, LLC
CRD# 1294867
Stifel, Nicolaus & Company, Incorporated
CRD# 6371925
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lumina Wealth Management, LLC | Wilmington, NC | Jan 2018 - Current | 6 |
| Anlyan And Hively Asset Management, Llc (a&h Pvtclientgroup) | Wilmington, NC | Aug 2009 - Dec 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2007 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2009 |
- NC
-
Total Assets Under Management177MILLIONS
-
Total Number of Accounts157ACCOUNTS
-
Average Account Value$1,124,325
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, NC
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