Nicholas H. Meriwether

FINANCIAL PLANNING CENTER, LLP

CLARKSVILLE, TN 37043

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CRD#: 2662817

Professional summary

Nicholas Hunter Meriwether IV, ChFC®, CLU®, who also goes by Nck Meriwether, Nick Meriwether, is a registered financial advisor currently at FINANCIAL PLANNING CENTER, LLP located in Clarksville, Tennessee.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Nicholas has worked at 3 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nck Meriwether | Nick Meriwether

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

FINANCIAL PLANNING CENTER; NON-INVESTMENT RELATED; 130 HILLCREST DR., SUITE 102, CLARKSVILLE, TN 37043; INSURANCE SERVICES, 12/2007; APPROXIMATELY 50% OF TIME SPENT IN THIS BUSINESS SELF-EMPLOYED; NON-INVESTMENT RELATED; 3730 TROUGH SPRINGS RD, ADAMS, TN 37010; INSURANCE SERVICES; 01/1980; APPROXIMATELY 20 HRS/WEEK SPENT IN THIS BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Hunter Meriwether IV's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

January 8, 2008 - Present

FINANCIAL PLANNING CENTER, LLP

Office #1: 662 Sango Road Suite B, Clarksville, TN 37043

RIA

CRD#: 143829

CLARKSVILLE, TN

Past

March 22, 2007 - December 3, 2007

EVOLVE SECURITIES, INC.

RIA

CRD#: 127474

ADAMS, TN

Past

May 1, 2006 - December 3, 2007

EVOLVE SECURITIES, INC.

CRD#: 127474

ADAMS, TN

Past

September 17, 1997 - May 1, 2006

U.S.-WORLDWIDE FINANCIAL SERVICES, INC.

CRD#: 19612

WACO, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(2/3/2021)

IAR

Kentucky
(1/8/2015)

IAR

Tennessee
(1/8/2008)

IAR

Texas
(11/13/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/8/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/8/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FINANCIAL PLANNING CENTER, LLP

FINANCIAL PLANNING CENTER, LLC | SENIORS FINANCIAL SOLUTIONS LLC | FINANCIAL PLANNING CENTER, LLP

CRD#: 143829 / SEC#:

Florida

Registered Investment Advisory firm - (2/3/2021 Approved)

Kentucky

Registered Investment Advisory firm - (1/8/2015 Approved)

Tennessee

Registered Investment Advisory firm - (8/31/2007 Approved)

Texas

Registered Investment Advisory firm - (11/10/2020 Conditional Restricted)

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Contact information

Main Address

662 Sango Road Suite B, Clarksville, TN 37043

Mailing Address

Phone number

(931) 358-3961

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Nicholas H. Meriwether

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Hunter Meriwether IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL PLANNING CENTER, LLP

EVOLVE SECURITIES, INC.

EVOLVE SECURITIES, INC.

U.S.-WORLDWIDE FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/8/1997

Series 6

Date: 9/8/1997

Current Firm

FINANCIAL PLANNING CENTER, LLP

Contact information

Documents

Red Flags

Company Information

FINANCIAL PLANNING CENTER, LLP

TRUST BUT VERIFY

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