Andrew M. Pendergrass
Professional summary
Andrew M Pendergrass, CFP®, who also goes by Andy Pendergrass, Andrew M Pengergrass, is a registered financial advisor currently at MERIWETHER WEALTH & PLANNING, LLC located in Minden, Louisiana.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Andrew has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew M Pendergrass's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
January 15, 2021 - Present
MERIWETHER WEALTH & PLANNING, LLC
Office #1: 1000 Broadway St, Minden, LA 71055June 2, 2015 - January 13, 2021
ARGENT ADVISORS, INC.
April 9, 2015 - June 2, 2015
LPL FINANCIAL LLC
March 10, 2015 - August 25, 2020
LPL FINANCIAL LLC
Primary Firm SEC Registration
MERIWETHER WEALTH & PLANNING, LLC
CRD#: 310713 / SEC#: 801-120142
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/15/2021)
(1/15/2021)
(1/15/2021)
Exams
Current Firm
MERIWETHER WEALTH & PLANNING, LLC
CRD#: 310713 / SEC#: 801-120142
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,271 |
| AUM (Assets Under Management) | $ 263,227,511 |
Red Flags
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