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).
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Total Assets Under Management2,906MILLION
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Total Number of Accounts8,456ACCOUNTS
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Average Account Value$343,609
- 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
- 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
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
Drake Cooper (CRD# 7498497) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has 1 year of experience in the finance industry.
Ruben Fernandez (CRD# 206736) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Tucson, AZ and has over 42 years of experience in the finance industry.
Natalie Fernandez Lee (CRD# 3176265) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 25 years of experience in the finance industry.
Carmen Hodnett (CRD# 4178540) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Kissimmee, FL and has over 23 years of experience in the finance industry.
Brian Jones (CRD# 6598909) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Mandeville, LA and has over 7 years of experience in the finance industry.
Shahmeen Khan (CRD# 4861842) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Allen, TX and has over 19 years of experience in the finance industry.
Richard Lyons (CRD# 6131042) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Mandeville, LA and has over 10 years of experience in the finance industry.
Robert McAlister (CRD# 7313027) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 2 years of experience in the finance industry.
Karen McIntyre (CRD# 5933177) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has 1 year of experience in the finance industry.
Andrew O'sullivan (CRD# 4699523) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 20 years of experience in the finance industry.