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MERIDIAN WEALTH MANAGEMENT, LLC
MERIDIAN WEALTH MANAGEMENT, LLC
LEXINGTON, Kentucky
·
7 registered advisors
·
CRD# 151523
SEC# 801-70676
11
859-543-4516
01
Firm Overview
AUM
$2.9B
Regulatory assets under management
Employees
37
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MERIDIAN WEALTH MANAGEMENT, LLC
7 registered advisors
Barry D Cooper
LEXINGTON, Kentucky
CRD# 6293790
Charles Andrew Norden
LEXINGTON, Kentucky
CRD# 6391727
Gregory Wayne Couch
LEXINGTON, Kentucky
CRD# 4910345
Natalie Ann Fernandez Lee
LEXINGTON, Kentucky
CRD# 3176265
Niki Marie Dillman
LEXINGTON, Kentucky
CRD# 6113237
Stephen Dawahare
LEXINGTON, Kentucky
CRD# 6912344
Timothy Scott Couch
LEXINGTON, Kentucky
CRD# 5719952
05
Office Locations
LEXINGTON, Kentucky
7 advisors
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Data sourced from SEC Form ADV filings. MERIDIAN WEALTH MANAGEMENT, LLC (CRD# 151523) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.