Meredeth L. Mcdowell Iversen
Professional summary
Meredeth Lian Mcdowell Iversen, who also goes by Meredeth Lian Horner, Meredeth Lian Mcdowell IVersen, Meredeth Lian Horner Mcdowell, Meredeth Lianhorner Mcdowell, Merideth Lianhorner Mcdowell, is a registered financial advisor currently at FINANCIAL ACTION, INC. located in Monument, Colorado.
Meredeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Meredeth has worked at 2 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Meredeth Lian Mcdowell Iversen's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 4, 2022 - Present
FINANCIAL ACTION, INC.
Office #1: 283 Washington St, Monument, CO 80132August 20, 1998 - September 20, 2000
BANC ONE SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/4/2022)
Exams
Current Firm
FINANCIAL ACTION, INC.
CRD#: 140285 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 933 |
| AUM (Assets Under Management) | $ 81,000,000 |
Red Flags
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Company Information
FINANCIAL ACTION, INC.
CRD#: 140285Monument, CO 80132TRUST BUT VERIFY
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