Financial ADVSR advisor directory · SEC adviser records
Meridian Wealth Management, LLC financial advisors in Lafayette, LA
Every SEC-registered investment adviser representative at a Meridian Wealth Management, LLC office in Lafayette, A to Z.
The short answer
3 registered advisors work at Meridian Wealth Management, LLC in Lafayette, out of 51 at the firm nationwide; it ranks number 30 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Meridian Wealth Management, LLC advisors in Lafayette, A to Z
Every Meridian Wealth Management, LLC advisor →- Shawn M. DefoeInvestment adviser rep
- Jackie L. GoulasInvestment adviser rep
- Thomas G. HesseInvestment adviser rep
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 36Tucson, AZ 4Allen, TX 2Mandeville, LA 2Scottsdale, AZ 2Encino, CA 1Nashville, TN 1
Other firms in Lafayette
All Lafayette advisors →LPL Financial LLC 24Morgan Stanley 20Cetera Planning Partners 18Edward Jones 17Wells Fargo Advisors Financial Network, LLC 17Ameriprise Financial Services, LLC 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Raymond James & Associates, Inc. 13Summit Financial Wealth Advisors 13Cetera Investment Advisers LLC 11Raymond James Financial Services Advisors, Inc. 11State Farm Investment Management Corp. 11
Questions
How many financial advisors does Meridian Wealth Management, LLC have in Lafayette?
3 investment adviser representatives are registered at Meridian Wealth Management, LLC offices in Lafayette, Louisiana, according to the SEC's Investment Adviser Public Disclosure records, out of 51 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Meridian Wealth Management, LLC one of the largest advisor employers in Lafayette?
Meridian Wealth Management, LLC ranks number 30 in Lafayette by registered advisors; LPL Financial LLC has the most, with 24.
How do I check a Meridian Wealth Management, LLC advisor in Lafayette?
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.