Shahmeen Khan (CRD# 4861842) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Allen, TX and has over 19 years of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
CRD# 1492056
Fortune Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Meridian Wealth Management | Allen, TX | May 2022 - Current | 2 |
| Southport Capital | Allen, TX | Jan 2022 - May 2022 | < 1 |
| Comerica Bank | Plano, TX | Jan 2020 - Dec 2021 | 1 |
| Wells Fargo | Plano, TX | Dec 2010 - Nov 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2004 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- TX
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Total Assets Under Management2,906MILLIONS
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Total Number of Accounts8,456ACCOUNTS
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Average Account Value$343,609
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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