Karen McIntyre (CRD# 5933177) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has 1 year of experience in the finance industry.
CRD# 6589185
Biechele Royce Advisors, Inc.
CRD# 6802393
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3272958
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Meridian Wealth Management LLC | Lexington, KY | Aug 2021 - Current | 2 |
| Unified Trust Company | Lexington, KY | Aug 2012 - Aug 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- KY
-
Total Assets Under Management2,906MILLIONS
-
Total Number of Accounts8,456ACCOUNTS
-
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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