Nancy Woodall

MERIDIAN INVESTMENT COUNSEL

Lafayette, CA

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CRD#: 3223028

Professional summary

Nancy Woodall, who also goes by Nancy Mouneimne, is a registered financial advisor currently at MERIDIAN INVESTMENT COUNSEL, INC. located in Lafayette, California.

Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Nancy has worked at 3 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nancy Mouneimne

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Woodall's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 15, 2004 - Present

MERIDIAN INVESTMENT COUNSEL, INC.

RIA

CRD#: 131655

Lafayette, CA

Past

September 28, 2004 - April 15, 2010

CEPHUS CAPITAL MANAGEMENT LLC

RIA

CRD#: 131886

SAN FRANCISCO, CA

Past

August 2, 1999 - September 14, 2004

SDR CAPITAL MANAGEMENT, INC.

RIA

CRD#: 109858

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MERIDIAN INVESTMENT COUNSEL, INC.

CRD#: 131655 / SEC#: 801-63191

RIA

Registered Investment Advisory firm - (6/28/2004 Approved)

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

California
(9/15/2004)

IAR

Hawaii
(3/9/2023)

IAR

Texas
(10/5/2004)

IAR

Washington
(3/9/2023)

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

General Industry/Product Exam

Series 7

Date: 4/21/1999

General Securities Representative Examination

Current Firm

MERIDIAN INVESTMENT COUNSEL, INC.

CRD#: 131655 / SEC#: 801-63191

RIA

Registered Investment Advisory firm - (6/28/2004 Approved)

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Contact information

Main Address

Lafayette, CA

Mailing Address

Po Box 1057, Lafayette, CA 94549

Phone number

(510) 493-7650

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	592
AUM (Assets Under Management)	$ 539,352,960

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Nancy Woodall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Woodall's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERIDIAN INVESTMENT COUNSEL, INC.

CEPHUS CAPITAL MANAGEMENT LLC

SDR CAPITAL MANAGEMENT, INC.

Primary Firm SEC Registration

MERIDIAN INVESTMENT COUNSEL, INC.

State Registrations and Notice Filings

Exams

Series 7

Date: 4/21/1999

Current Firm

MERIDIAN INVESTMENT COUNSEL, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERIDIAN INVESTMENT COUNSEL, INC.

TRUST BUT VERIFY

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