David
Lundgren
Meridian Wealth Management, LLC
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About this Advisor
David Lundgren is a financial advisor based in Scottsdale, Arizona, working with Meridian Wealth Management, LLC. David has previously held positions at Meridian Wealth Management, Bbva Compass Investment Solutions, Goldman Sachs / United Capital Financial Advisers, and Bbva Compass Bank. David has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Colorado, Florida, Idaho, Iowa, Montana, North Carolina, North Dakota, Texas, Washington, and Wyoming. Currently, David is part of Meridian Wealth Management, LLC, which operates out of Scottsdale, Arizona. The firm has 11 offices and 37 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Meridian Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
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Office Location
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Meridian Wealth Management, LLC Brokerage Details
$2,905,556,042
37
8,456
$343,609
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Lundgren Work History
Meridian Wealth Management
Goldman Sachs / United Capital Financial Advisers
Bbva Compass Investment Solutions
Bbva Compass Bank
Disclosures
Please visit the SEC profile of David Lundgren to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Meridian Wealth Management, LLC
Mandeville, LA
Lexington, KY
Tucson, AZ
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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