Tyler BaileyCRD Number: 6184002
Current Firm: Meridian Wealth Management, LLC
Tyler Bailey (CRD# 6184002) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 4 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|Meridian Wealth Management, LLC||Lexington, KY||Jan 2016 - Current||2|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Jan 2016||1|
|Morgan Stanley||Lexington, KY||Sep 2013 - Jan 2016||2|
|Oneamerica Securities||Lexington, KY||May 2013 - Sep 2013||< 1|
|American United Life||Lexington, KY||Jan 2013 - May 2013||< 1|
|University Of Kentucky||Lexington, KY||Aug 2010 - Dec 2012||2|
|General Nutrition Centers (gnc)||Lexington, KY||Jan 2011 - Dec 2011||< 1|
|Unemployed||Lexington, KY||Apr 2003 - Dec 2010||7|
|Bluegrass Community & Technical College||Lexington, KY||Aug 2009 - May 2010||< 1|
|Milligan College||Milligan College, TN||Aug 2008 - May 2009||< 1|
|Lee University||Cleveland, TN||Aug 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2013|
|S63||Uniform Securities State Law Examination||Jun 2013|
Total Assets Under Management412MILLIONS
Total Number of Accounts1,142ACCOUNTS
Average Account Value$360,575
- A percentage of assets under your management
- Hourly charges
- 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)
CA, FL, GA, IL, KY, NC, NJ, NV, NY, OH, TX, VA
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