David
Dowell
Meridian Wealth Management, LLC
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About this Advisor
David Dowell is a financial advisor based out of Lexington, Kentucky with a total of 3 years of relevant experience. Dowell is on the advisory team at Meridian Wealth Management, LLC. Dowell has gained experience at Russell Capital Managment, Inc, Meridian Wealth Management, LLC and Apw Capital, Inc. Dowell holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Kentucky. Meridian Wealth Management, LLC is a registered investment company that has its headquarters in Lexington, KY. The investment advisory business has offices in six locations and a total of 37 employees. It manages $2 billion in assets among its 5,930 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 22 charities and foundations. Of its 5,930 client accounts, just 12% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm performs a wide assortment of services, including 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 vary depending on which services the firm provides the client. However, fees billed by Meridian Wealth Management, LLC can include 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
David Dowell Work History
David has been registered as a financial advisor for 3 years.*
Meridian Wealth Management, LLC
Apw Capital, Inc
Russell Capital Managment, Inc
*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 David Dowell 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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