Matthew
Stockham
Meridian Wealth Management, LLC
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About this Advisor
Matthew Stockham is a financial advisor working out of Lexington, Kentucky with 8 years of industry experience. Stockham is an advisor for Meridian Wealth Management, LLC. Stockham has gained experience at Meridian Wealth Management, LLC and Lexington Investment Company, Inc. Stockham has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Kentucky. Meridian Wealth Management, LLC is an advisory firm that has its headquarters in Lexington, KY. The firm has offices in six locations and a total of 37 advisors. It oversees $2 billion in assets under management across its 5,930 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 22 charitable organizations. Of its 5,930 client accounts, just 12% are held by high-net-worth investors who have at least $1 million in investable assets. Meridian Wealth Management, LLC provides 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 for financial advisory services are based on which services are provided. However, fees charged by Meridian Wealth Management, LLC may include 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
Matthew Stockham Work History
Matthew has been registered as a financial advisor for 8 years.*
Meridian Wealth Management, LLC
Lexington Investment Company, 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 Matthew 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
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Upland, CA
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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