Joshua Henry
CRD Number: 6794198Current Firm: Meridian Financial Advisory LLC
Compensation Model: Fee Only
Joshua Henry (CRD# 6794198) is an Investment Advisor Representative working at Meridian Financial Advisory LLC in Murrells Inlet, SC and has over 2 years of experience in the finance industry and many others working in corporate finance.
Mr. Henry is also the founder and Managing Principal of Meridian Financial Advisory.
Mr. Henry earned a Bachelor of Arts degree in Political Science from Cedarville University and a Master of Business Administration degree with a concentration in Corporate Finance from Salve Regina University. The courses for the Corporate Finance concentration were taken from the Kelley School of Business at Indiana University and credits transferred to Salve Regina University.
CRD# 6180176
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5101922
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1806631
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Meridian Financial Advisory LLC | Murrells Inlet, SC | Apr 2017 - Current | 7 |
Bay Path University | Longmeadow, MA | Aug 2018 - Jun 2019 | < 1 |
Self Employed | Murrells Inlet, SC | Jan 2013 - Apr 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
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Total Assets Under Management7MILLIONS
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Total Number of Accounts32ACCOUNTS
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Average Account Value$226,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, SC
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