Meridian Investment Advisors
Meridian Investment Advisors (CRD# 110216) is a financial advisory firm headquartered in Little Rock, AR. They manage $772,075,985 in 672 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management772MILLION
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Total Number of Accounts672ACCOUNTS
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Average Account Value$1,148,923
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, FL, LA, MS, TX
Financial Advisors at Meridian Investment Advisors
1
Marshall Moon (CRD# 6535541) is an Investment Advisor Representative working at Meridian Investment Advisors in Little Rock, AR and has over 6 years of experience in the finance industry.
2
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.
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