Nancy Woodall
Investment adviser representative at Meridian Investment Counsel, Inc.
22 yearsExperience
4 statesRegistered in
CFA, CICDesignations
$723.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Meridian Investment Counsel, Inc.Sep 2004 to now
Designations
- CFA
- CIC
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (CA, HI, TX, WA).
Meridian Investment Counsel, Inc.
$723.4MAssets managed
187Clients
3Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3223028
- Firm CRD
- 131655