Elizabeth Routh Meeks
Investment adviser representative at Balentine
12 yearsExperience
1 stateRegistered in
$5.5BFirm assets
16 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Balentine, LLCApr 2025 to now
- PNC Private BankJun 2018 to Apr 2025
- University of GeorgiaAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Balentine
Legal name: Balentine LLC
$5.5BAssets managed
464Clients
18Advisers
16 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
- 8110523
- Firm CRD
- 152511