Meridian Financial Partners LLC
Meridian Financial Partners LLC (CRD# 281969) is a financial advisory firm headquartered in Warrenton, VA. They manage $117,816,000 in 350 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management118MILLION
Total Number of Accounts350ACCOUNTS
Average Account Value$336,617
- 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
Sarah Yakel (CRD# 4637854) is an Investment Advisor Representative working at Meridian Financial Partners LLC in Warrenton, VA and has over 15 years of experience in the finance industry. Sarah Yakel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nathaniel Gilbert (CRD# 4514358) is an Investment Advisor Representative working at Meridian Financial Partners LLC in Warrenton, VA and has over 15 years of experience in the finance industry.