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Joshua Henry, financial advisor Murrells Inlet SC

Joshua Henry

CRD Number: 6794198
Current Firm: Meridian Financial Advisory LLC
Compensation Model: Fee Only

Joshua Henry (CRD# 6794198) is an Investment Advisor Representative working at Meridian Financial Advisory LLC in Murrells Inlet, SC and has over 2 years of experience in the finance industry and many others working in corporate finance.

 

Mr. Henry is also the founder and Managing Principal of Meridian Financial Advisory. 

 

Mr. Henry earned a Bachelor of Arts degree in Political Science from Cedarville University and a Master of Business Administration degree with a concentration in Corporate Finance from Salve Regina University. The courses for the Corporate Finance concentration were taken from the Kelley School of Business at Indiana University and credits transferred to Salve Regina University.

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Company Name Location Dates Years
Meridian Financial Advisory LLC Murrells Inlet, SC Apr 2017 - Current 7
Bay Path University Longmeadow, MA Aug 2018 - Jun 2019 < 1
Self Employed Murrells Inlet, SC Jan 2013 - Apr 2017 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2017
Contact Info for Joshua D. Henry
,
Phone Number: 843-212-6828
Firm Website: https://twitter.com/meridianria
Registered State(s):
  • MA
  • SC
Current Firm Details
Meridian Financial Advisory LLC
Firm's CRD Number: 288510
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $226,844
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, SC

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