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WILLIAM MORLEY MEREDITH
BILL MEREDITH, WILLIAM M MEREDITH
CRD#: 2797365
IA
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WELLS FARGO ADVISORSCRD#: 19616 2100 NORTHWEST BLVD STE 180
COEUR D'ALENE, ID 83814
COEUR D'ALENE, ID 83814
0
Disclosures
27
Years of Experience
View By:
State Registrations
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Arizona 1/3/2011
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Nevada 1/3/2011
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California 1/3/2011
B
New Hampshire 6/29/2022
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California 1/3/2011
B
New Mexico 11/21/2024
B
Colorado 1/3/2011
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New York 5/16/2023
B
Connecticut 1/24/2017
B
North Carolina 9/18/2020
B
Georgia 12/21/2020
B
Oregon 10/18/2017
B
Idaho 9/10/2015
B
Tennessee 3/8/2013
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Idaho 11/30/2018
B
Utah 4/9/2020
B
Montana 6/29/2012
B
Washington 1/3/2011
SRO Registrations
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Registered with this firm since 1/3/2011
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Registered with this firm since 1/3/2011
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/15/2001 - 01/03/2011 | VALENCIA, CA | |
B | 05/02/2001 - 01/03/2011 | VALENCIA, CA | |
B | 01/14/2000 - 05/02/2001 | SAN FRANCISCO, CA | |
B | 07/02/1999 - 01/19/2000 | SACRAMENTO, CA | |
B | 09/08/1997 - 06/14/1999 | OAKLAND, CA |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.