Tracy
Campbell
Meriwether Wealth & Planning, LLC
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About this Advisor
Tracy Campbell is a financial advisor based in Minden, Louisiana, working with Meriwether Wealth & Planning, LLC. Tracy has previously held positions at Meriwether Wealth & Planning, LLC and B1Bank. Tracy has passed the Series 65 regulatory exam and is registered to provide services in Louisiana. Currently, Tracy is part of Meriwether Wealth & Planning, LLC, which operates out of Minden, Louisiana. The firm has 1 office and 7 employees. The firm manages assets totaling $219.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Meriwether Wealth & Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Meriwether Wealth & Planning, LLC Brokerage Details
$219,777,242
7
1,166
$188,488
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Tracy Campbell Work History
Meriwether Wealth & Planning, LLC
B1Bank
Disclosures
Please visit the SEC profile of Tracy Campbell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Meriwether Wealth & Planning, LLC
Minden, LA
Minden, LA
Minden, LA
Minden, LA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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