Meridian Wealth Management LLC Takes $3.81 Million

4 days ago · Meridian Wealth Management LLC purchased a new stake in shares of General Mills, Inc. (NYSE:GIS - Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional …

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Meridian Wealth Management LLC Takes $3.81 Million

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Meridian Wealth Management LLC Takes $1.26 Million Position In …

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4 days ago · Meridian Wealth Management LLC purchased a new position in shares of The Cigna Group (NYSE:CI – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.The institutional investor purchased …

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Meridian Wealth Management Review 2024 - Investor.com

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Oct 16, 2024 · Meridian Wealth Management, registered in 2009, serves 47 state(s) with a licensed staff of 29 advisors. Meridian Wealth Management manages $2.9 billion and provides investment advisory services for 2,942 clients (1:101 advisor/client ratio).

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Meridian Wealth Management Review | SmartAsset.com

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Meridian Wealth Management, LLC is a fee-based financial advisor firm with more than $558 million in client assets under management (AUM) and 15 advisory employees on staff. Lexington, Kentucky is home to Meridian, though it also has one other location in Kentucky, along with …

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Meridian Wealth Management LLC Invests $2.65 Million In

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5 days ago · Meridian Wealth Management LLC acquired a new stake in shares of Pfizer Inc. (NYSE:PFE - Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 91,520 shares of the …

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FAQs about Meridian Wealth Management LLC Takes $3.81 Million Coupon?

Do Meridian wealth management advisors make money?

What to Watch Out For As a fee-based firm, some of Meridian Wealth Management’s advisors earn commissions from the sale of insurance products to clients. This presents a conflict of interest, as an advisor may be more likely to recommend an insurance policy to you in an effort to receive more compensation. ...

Does Meridian wealth management have a lone disclosure?

The lone disclosurebelonging to Meridian Wealth Management stems from an incident that occured in 2014. The state of Kentucky, where the firm is based, put forth this regulatory discipline. Kentucky alleged that throughout 2014, Meridian employed or was associated with an investment advisor representative who was unregistered. ...

Is Meridian wealth management a fiduciary?

Meridian Wealth Management operate as a fiduciary. Fiduciaries are held to a higher standard and bound to do what is in the best interest of their clients. Meridian Wealth Management is proud to follow the fiduciary standard of care, bound to act in the best interest of each client. ...