Meredith Parker drake Delaune
Investment adviser representative at New Perspectives, Inc.
11 yearsExperience
4 statesRegistered in
$308.7MFirm assets
8 yearsFirm in business
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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
11 years in the industry.
- New Perspectives, Inc.Jun 2021 to now
- Parkway ChurchMay 2017 to May 2021
- Germantown High SchoolMay 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 4 states (AL, LA, MS, NC).
New Perspectives, Inc.
$308.7MAssets managed
423Clients
4Advisers
8 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
- 7514997
- Firm CRD
- 113925