Investment adviser representative · Williams Financial, LLC
Meredith G. Phippen
CRD 7853740 · North Bennington, VT
At a glance
Meredith G. Phippen is an investment adviser representative with Williams Financial, LLC in North Bennington, VT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Meredith’s SEC record dates to 2024, about 2 years ago.
Current advisory firm
- Williams Financial, LLCSince February 2024North Bennington, VT · $210M in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Meredith’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.