Paul Kingston, financial advisor Blue Bell PA

Paul Kingston

CRD Number: 2991534
Current Firm: Meridian Wealth Partners, LLC

Paul Kingston (CRD# 2991534) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Meridian Wealth Partners, LLC Plymouth Meeting, PA Apr 2017 - Current 6
Lpl Financial LLC Charlotte, NC Aug 2010 - Apr 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S66 NASAA Uniform Combined State Law Examination Dec 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Paul K. Kingston
Phone Number: 610-272-4700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,119
    MILLIONS
  • Total Number of Accounts
    2,155
    ACCOUNTS
  • Average Account Value
    $519,128
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, DE, FL, GA, MA, MD, NC, NJ, NY, PA, SC, TX, VA, VT, WA

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