Karen
Meriwether
John G. Ullman & Associates, Inc
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About this Advisor
Karen Meriwether is a certified financial planner based in Corning, New York with 2 years of industry experience. Meriwether is on the advisory team at John G. Ullman & Associates, Inc. They have been an employee of John G. Ullman & Associates, Inc for the entirety of their career. Meriwether has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in New York and Texas. John G. Ullman & Associates, Inc is a financial advisory company based in Horseheads, NY. It has offices in three locations and a total of 58 financial advisors. It manages $1 billion in total assets between its 2,429 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm serves eight charitable organizations. Of its 2,429 customer accounts, 35% are held by high-net-worth clients who have greater than $1 million in assets available to invest. John G. Ullman & Associates, Inc performs a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees usually vary depending on the financial services offered. Fees billed by John G. Ullman & Associates, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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John G. Ullman & Associates, Inc Brokerage Details
$1,199,391,197
58
2,429
$493,780
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Karen Meriwether Work History
Karen has been registered as a financial advisor for 2 years.*
#Ia John G. Ullman And Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Karen Meriwether 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 John G. Ullman & Associates, Inc
Horseheads, NY
Horseheads, NY
Horseheads, NY
Horseheads, NY
Horseheads, NY
Horseheads, NY
Horseheads, NY
Horseheads, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
