Financial ADVSR advisor directory · SEC adviser records
Meridian Wealth Management, LLC financial advisors in Tucson, AZ
Every SEC-registered investment adviser representative at a Meridian Wealth Management, LLC office in Tucson, A to Z.
The short answer
4 registered advisors work at Meridian Wealth Management, LLC in Tucson, out of 51 at the firm nationwide; it ranks number 44 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Meridian Wealth Management, LLC advisors in Tucson, A to Z
Every Meridian Wealth Management, LLC advisor →- Shawn A. BestCertified Financial Planner
- Jake H. BlumenthalInvestment adviser rep
- Ruben G. FernandezInvestment adviser rep
- Bruce D. Ward JrCertified Financial Planner
Meridian Wealth Management, LLC advisors in every city and state →Meridian Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Meridian Wealth Management, LLC advisors in other cities
Lexington, KY 36Lafayette, LA 3Allen, TX 2Mandeville, LA 2Scottsdale, AZ 2Encino, CA 1Nashville, TN 1
Other firms in Tucson
All Tucson advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 58Wells Fargo Clearing Services, LLC 54LPL Financial LLC 43Morgan Stanley 40Strategic Advisers LLC 33Tci Wealth Advisors, Inc. 26Edward Jones 25Cetera Investment Advisers LLC 23J.P. Morgan Securities LLC 21RBC Capital Markets, LLC 21Wells Fargo Advisors Financial Network, LLC 19Ameriprise Financial Services, LLC 17
Questions
How many financial advisors does Meridian Wealth Management, LLC have in Tucson?
4 investment adviser representatives are registered at Meridian Wealth Management, LLC offices in Tucson, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 51 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Meridian Wealth Management, LLC one of the largest advisor employers in Tucson?
Meridian Wealth Management, LLC ranks number 44 in Tucson by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 58.
How do I check a Meridian Wealth Management, LLC advisor in Tucson?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Meridian Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.