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
11300 Cantrell Road, Suite 200, Little Rock, AR 72212
https://www.linkedin.com - meridian investment advisors
By the Numbers
  • Total Assets Under Management
    772
    MILLION
  • Total Number of Accounts
    672
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AR, FL, LA, MS, TX

Financial Advisors at Meridian Investment Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Marshall Moon, financial advisor Little Rock AR
Marshall D. Moon
CRD#: 6535541
11300 Cantrell Road, Suite 200, Little Rock, AR 72212

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, financial advisor Little Rock AR
Pat D. Moon
CRD#: 4347337
11300 Cantrell, Suite 200, Little Rock, AR 72212

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.

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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