Thomas PoskinCRD Number: 6421561
Current Firm: Meridian Wealth Management, LLC
Thomas Poskin (CRD# 6421561) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 3 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|Meridian Wealth Management, LLC||Lexington, KY||Mar 2013 - Current||4|
|Huntington National Bank||Lexington, KY||Jan 2011 - Mar 2013||2|
|Pnc Bank||Lexington, KY||Feb 1987 - Jan 2011||23|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2015|
Total Assets Under Management303MILLIONS
Total Number of Accounts934ACCOUNTS
Average Account Value$324,301
- 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)
FL, KY, VA