Meredith Grace Phippen
Professional Summary
Meredith Grace Phippen, who also goes by Meredith Youngmann Phippen, Meredith Grace Youngmann, is a registered financial advisor currently at WILLIAMS FINANCIAL, LLC located in North Bennington, Vermont. Meredith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Meredith has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Meredith Youngmann Phippen, Meredith Grace Youngmann
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
2 years in the financial services industry
Current & Past Employments
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Current Firm
WILLIAMS FINANCIAL MANAGEMENT, LLC | WILLIAMS FINANCIAL, LLC
Contact Information
Main Address
12 Main Street, North Bennington, VT 05257Mailing Address
P.o. Box 24, North Bennington, VT 05257Phone Number
(866) 986-4469# of Employees
7SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
837AUM (Assets Under Management)
$209,922,715Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
WILLIAMS FINANCIAL MANAGEMENT, LLC | WILLIAMS FINANCIAL, LLC
State Registrations and Notice Filings
(2/27/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Meredith Grace Phippen's CRS (Customer Relationship Summary).
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