Lindsey Crocker Meredith
Investment adviser representative at Heritage Wealth Advisors
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$604.7MFirm assets
Are you Lindsey Crocker Meredith? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Heritage Wealth AdvisorsJun 2021 to now
- Raymond James & Associates, Inc.Oct 2018 to Jun 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2018
- Wells Fargo Advisors LLCSep 2015 to Nov 2016
- Watermans Surfside GrilleJun 2013 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (OH).
Heritage Wealth Advisors
Legal name: Heritage Wealth Management Inc.
$604.7MAssets managed
201Clients
3Advisers
5 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
- 6566737
- Firm CRD
- 312545