Meridian Financial Advisory LLC

Meridian Financial Advisory LLC (CRD# 288510) is a financial advisory firm headquartered in , . They manage $7,259,000 in 32 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://twitter.com/meridianria
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • 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

Financial Advisors at Meridian Financial Advisory LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joshua Henry, financial advisor Murrells Inlet SC
Joshua D. Henry
CRD#: 6794198
Murrells Inlet, SC

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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