Mason
Stockham
Meridian Wealth Management, LLC
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About this Advisor
Mason Stockham is a financial advisor based in Lexington, Kentucky, working with Meridian Wealth Management, LLC. Mason has previously held positions at Meridian Wealth Management, LLC, Grubhub, Ubereats, Donatos, Clean Sweep Car Wash, University Of Kentucky Office Of Philanthropy, Kentucky Branded, Jimmy Johns, Jets Pizza, Sayre School, and University Of Kentucky. Mason has passed the Series 65 regulatory exam and is registered to provide services in Kentucky. Currently, Mason is part of Meridian Wealth Management, LLC, which operates out of Lexington, Kentucky. 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
Fee Structure
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
Mason Stockham Work History
Meridian Wealth Management, LLC
Meridian Wealth Management, LLC
Grubhub
Ubereats
Donatos
Clean Sweep Car Wash
University Of Kentucky Office Of Philanthropy
Jimmy Johns
University Of Kentucky
Kentucky Branded
Jets Pizza
Sayre School
Disclosures
Please visit the SEC profile of Mason Stockham 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
Tucson, AZ
Lexington, KY
Lexington, KY
Lexington, KY
Upland, CA
Lexington, KY
Lexington, KY
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