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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Summit Brokerage Services 5 years, 10 months Feb 2014 - Present
Spire Securities, LLC 2 years, 1 month Jan 2012 - Feb 2014
Private Client Services LLC 1 year, 11 months Dec 2009 - Nov 2011
Meridian Wealth Management, LLC 10 years, 4 months Aug 2009 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Gregory Couch

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 6, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Nov 6, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Meridian Wealth Management, LLC

Last updated on Oct. 4, 2019
    • $614.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 980
      Accounts
    • $627.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees