Shawn
Best
Meridian Wealth Management, LLC
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About this Advisor
Shawn Best is a financial advisor based in Lexington, Kentucky, working with Meridian Wealth Management, LLC. Shawn has previously held positions at Goldman Sachs, Bmo Harris Bank, Stoker Ostler Wealth Advisers, Tci Wealth Advisors, Inc, and Meridian Wealth Management. Shawn has passed the Series 63 regulatory exam and is registered to provide services in Arizona, Minnesota, and Washington. Currently, Shawn 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
Shawn Best Work History
Meridian Wealth Management
Tci Wealth Advisors, Inc
Goldman Sachs
Stoker Ostler Wealth Advisers
Bmo Harris Bank
Disclosures
Please visit the SEC profile of Shawn Best 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
Tucson, AZ
Mandeville, LA
Lexington, KY
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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