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About this Advisor
James Meredith is an investment advisor who works out of Pittsburgh, Pennsylvania. Currently a registered financial advisor with Hefren-Tillotson, Inc, Meredith has an impressive 40 years of professional experience as a registered investment advisor. Meredith is registered to serve customers based out of California, Texas and Pennsylvania. Meredith has worked their career at Hefren-Tillotson, Inc. Hefren-Tillotson, Inc is headquartered in Pittsburgh, Pennsylvania, and has six additional brick-and-mortar locations throughout the country. In aggregate, Hefren-Tillotson, Inc manages $8 billion in assets dispersed across 22,446 accounts and employs more than 183 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. The firm manages 11,639 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Hefren-Tillotson, Inc offers financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based, hourly and commission-based fees.
Certifications and Registrations
Years of Experience
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Hefren-Tillotson, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Meredith Work History
James has 40 years of experience.
James Meredith has disclosures.
Please visit their SEC profile for more details.