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Sarah Glover Irving

MERIDIAN FINANCIAL PARTNERS LLC·WARRENTON, Virginia
Clean record5 years registeredMERIDIAN FINANCIAL PARTNERS LLC
39 SOUTH 4TH STREET, WARRENTON, VA 20186CRD# 7332867Firm CRD# 281969

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sarah Glover Irving · WARRENTON, VA
Registration
CRD #7332867 · MERIDIAN FINANCIAL PARTNERS LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

MERIDIAN FINANCIAL PARTNERS LLC
Jan 2021 – present
02

Registrations & Exams

Registration record
First registered · January 28, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MERIDIAN FINANCIAL PARTNERS LLC
CRD 281969 · SEC 801-107287
AUM
$401M
Regulatory assets under management
Employees
6
1,227 client accounts
Services offered by MERIDIAN FINANCIAL PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MERIDIAN FINANCIAL PARTNERS LLC →
Introduction

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05

Frequently Asked Questions

What services does Sarah Glover Irving offer?
Sarah Glover Irving specializes in Financial Planning, Investment Management. Contact their office in WARRENTON, Virginia for a consultation.
What are Sarah Glover Irving's credentials?
Sarah Glover Irving is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Glover Irving located?
Sarah Glover Irving is based in WARRENTON, Virginia, working with MERIDIAN FINANCIAL PARTNERS LLC. Their office serves clients in the WARRENTON metropolitan area and surrounding communities.
How does Sarah Glover Irving charge for services?
Sarah Glover Irving's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERIDIAN FINANCIAL PARTNERS LLC?
MERIDIAN FINANCIAL PARTNERS LLC has approximately 6 employees and manages $401M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MERIDIAN FINANCIAL PARTNERS LLC

Nathaniel Scott Gilbert
WARRENTON, VA
Sarah Jean Yakel
WARRENTON, VA

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Nearby cities in Virginia
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