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MERIDIAN FINANCIAL PARTNERS LLC
MERIDIAN FINANCIAL PARTNERS LLC
WARRENTON, Virginia
·
4 registered advisors
·
CRD# 281969
SEC# 801-107287
1
(540)-878-5416
01
Firm Overview
AUM
$401M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at MERIDIAN FINANCIAL PARTNERS LLC
4 registered advisors
Jonathan David Yakel
WARRENTON, Virginia
CRD# 7939082
Nathaniel Scott Gilbert
WARRENTON, Virginia
CRD# 4514358
Sarah Glover Irving
WARRENTON, Virginia
CRD# 7332867
Sarah Jean Yakel
WARRENTON, Virginia
CRD# 4637854
05
Office Locations
WARRENTON, Virginia
4 advisors
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Data sourced from SEC Form ADV filings. MERIDIAN FINANCIAL PARTNERS LLC (CRD# 281969) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.