Meridian Investment Advisors

Meridian Investment Advisors (CRD# 110216) is a financial advisory firm headquartered in Little Rock, AR. They manage $437,511,288 in 256 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    438
    MILLION
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $1,709,028
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, TX

Financial Advisors at Meridian Investment Advisors
Showing 1 - 4 of 4 top financial advisors.
1
David J. Feilke
CRD#: 4702636
11300 Cantrell Road, Suite 200, Little Rock, AR 72212
96
Wealthminder
score

David Feilke (CRD# 4702636) is an Investment Advisor Representative working at Meridian Investment Advisors in Little Rock, AR and has over 13 years of experience in the finance industry. David Feilke 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.

2
Pat D. Moon
CRD#: 4347337
11300 Cantrell, Suite 200, Little Rock, AR 72212
90
Wealthminder
score

Pat Moon (CRD# 4347337) is an Investment Advisor Representative working at Meridian Investment Advisors in Little Rock, AR and has 1 year of experience in the finance industry.

3
Lewis W. Vanness
CRD#: 2024705
11300 Cantrell Rd, Suite 200, Little Rock, AR 72212
90
Wealthminder
score

Lewis Vanness (CRD# 2024705) is an Investment Advisor Representative working at Meridian Investment Advisors in Little Rock, AR and has 1 year of experience in the finance industry.

4
Diana E. Hinojosa
CRD#: 1370436
11300 Cantrell Rd, Suite 200, Little Rock, AR 72212
87
Wealthminder
score

Diana Hinojosa (CRD# 1370436) is an Investment Advisor Representative working at Meridian Investment Advisors in Little Rock, AR and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.