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Sarah Jean Yakel

MERIDIAN FINANCIAL PARTNERS LLC·WARRENTON, Virginia
Series 65Clean record23 years registeredMERIDIAN FINANCIAL PARTNERS LLC
39 SOUTH 4TH STREET, WARRENTON, VA 20186CRD# 4637854Firm CRD# 281969

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sarah Jean Yakel · WARRENTON, VA
Registration
CRD #4637854 · MERIDIAN FINANCIAL PARTNERS LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

MERIDIAN FINANCIAL PARTNERS LLC
Mar 2016 – present
MERIDIAN FINANCIAL PARTNERS LLC
Nov 2015 – Mar 2016
WARRENTON, VA
INFINEX INVESTMENTS, INC.
Jun 2008 – Mar 2010
WARRENTON, VA
BI INVESTMENTS, LLC
Aug 2004 – Jun 2008
WARRENTON, VA
BB&T ASSET MANAGEMENT, INC.
Mar 2003 – May 2004
WARRENTON, VA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 31, 2003
Years registered · 23
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 Jean Yakel offer?
Sarah Jean Yakel specializes in Financial Planning, Investment Management. Contact their office in WARRENTON, Virginia for a consultation.
What are Sarah Jean Yakel's credentials?
Sarah Jean Yakel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Jean Yakel located?
Sarah Jean Yakel 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 Jean Yakel charge for services?
Sarah Jean Yakel'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 Glover Irving
WARRENTON, VA

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Nearby cities in Virginia
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Research
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