Barry Cooper, financial advisor Lexington KY
89 score

Barry Cooper

CRD Number: 6293790
Current Firm: Meridian Wealth Management, LLC

Barry Cooper (CRD# 6293790) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Meridian Wealth Management, LLC Lexington, KY Jan 2001 - Current 15
Huntington Wealth Advisors Lexington, KS Jan 2011 - Mar 2013 2
Pnc Wealth Management Lexington, KY Jul 2008 - Jan 2011 2
Mcclelland & Associates, Pllc Lexington, KY Aug 2005 - Jul 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Barry D. Cooper
Phone Number: 859-543-4516
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    303
    MILLIONS
  • Total Number of Accounts
    934
    ACCOUNTS
  • Average Account Value
    $324,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

FL, KY, VA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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