Darold
Brooks
Meridian Wealth Management, LLC
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About this Advisor
Darold Brooks is a certified financial planner operating in Marietta, Georgia with a total of 1 year of industry experience. Brooks is currently employed by Meridian Wealth Management, LLC. Throughout their career, they have worked at Livingston Group Asset Management Company and Meridian Wealth Management, LLC. Brooks has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Georgia. Meridian Wealth Management, LLC is a business based in Lexington, KY. The firm has offices in six locations and a total of 37 advisors. It administers $2 billion in assets under management across its 5,930 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 22 charities and foundations. Of its 5,930 customer accounts, just 12% are associated with high-net-worth investors who have more than $1 million in assets. Meridian Wealth Management, LLC performs a number of services, such as 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. Fees charged by financial advisors largely are based on which services are provided. However, fees charged by Meridian Wealth Management, LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Meridian Wealth Management, LLC Brokerage Details
$2,065,789,407
37
5,930
$348,362
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
Darold Brooks Work History
Darold has been registered as a financial advisor for 1 years.*
Meridian Wealth Management, LLC
Livingston Group Asset Management Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Darold Brooks 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
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
