Meridian Wealth Management, LLC

Meridian Wealth Management, LLC (CRD# 151523) is a financial advisory firm headquartered in Lexington, KY. They manage $2,905,556,042 in 8,456 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,906
    MILLION
  • Total Number of Accounts
    8,456
    ACCOUNTS
  • Average Account Value
    $343,609
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

Financial Advisors at Meridian Wealth Management, LLC
Showing 1 - 10 of 41 top financial advisors.
1
Tyler S. Bailey
CRD#: 6184002
100 W Main Street, Suite 450, Lexington, KY 40507

Tyler Bailey (CRD# 6184002) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 10 years of experience in the finance industry.

2
Jessica M. Barnes
CRD#: 6647295
100 W Main Street, Suite 450, Lexington, KY 40507

Jessica Barnes (CRD# 6647295) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 6 years of experience in the finance industry.

3
Shawn A. Best
CRD#: 5618834
5210 E. Williams Circle Suite 820, Tucson, AZ 85711

Shawn Best (CRD# 5618834) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Tucson, AZ and has over 14 years of experience in the finance industry.

4
Robert J. Bouhl
CRD#: 2379586
100 W Main Street, Suite 450, Lexington, KY 40507

Robert Bouhl (CRD# 2379586) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 30 years of experience in the finance industry.

5
Darold C. Brooks
CRD#: 839352
100 W Main Street, Suite 450, Lexington, KY 40507

Darold Brooks (CRD# 839352) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 44 years of experience in the finance industry.

6
Jeremy M. Chase
CRD#: 5657256
100 W Main Street, Suite 450, Lexington, KY 40507

Jeremy Chase (CRD# 5657256) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 13 years of experience in the finance industry.

7
Barry D. Cooper
CRD#: 6293790
100 W Main Street, Suite 450, Lexington, KY 40507

Barry Cooper (CRD# 6293790) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 10 years of experience in the finance industry.

8
Gregory W. Couch
CRD#: 4910345
100 W Main Street, Suite 450, Lexington, KY 40507

Gregory Couch (CRD# 4910345) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 18 years of experience in the finance industry.

9
David G. Dowell
CRD#: 1054637
100 W Main Street, Suite 450, Lexington, KY 40507

David Dowell (CRD# 1054637) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 41 years of experience in the finance industry.

10
Lauren A. Hazard
CRD#: 6117644
100 W Main Street, Suite 450, Lexington, KY 40507

Lauren Hazard (CRD# 6117644) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 10 years of experience in the finance industry.

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